Following our acquisition of Tarvos Wealth in 2021, a careful and considered process was implemented to transfer the business to Craven Street Financial Planning Ltd.
Through stringent planning we are delighted this was successfully completed on 1st February 2023 and is now reflected within all communications, platforms and portals.
The transfer will allow clients and staff to benefit from being part of a broader team in terms of support and technical expertise and over time, an improved proposition and platform technology.
There will however remain a degree of continuity in that all team members remain within the business that still operates out of the same, but revamped Canterbury office premises. The firms Chartered Financial Planning status and the high level of expertise clients and other professional services firms will have become accustomed to also remains.
To learn more about Craven Street Wealth please visit our website HERE.
The content of this article is for information only and does not constitute formal financial advice. This material is for general information only and does not constitute investment, tax, legal or other forms of advice.
References to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of publication. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.
You should not rely on this information to make, or refrain from making any decisions. Always obtain independent, professional advice for your own particular situation.
Craven Street Financial Planning Limited is authorised and regulated by the Financial Conduct Authority
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