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.