Tarvos Wealth Press Release
With both firms providing expert financial advice, placing a shared emphasis on client care and being experienced in working together with other professional services, this has been a planned move with detailed discussions spanning an extensive period of time in advance of Tarvos Managing Director, Simon Ludden’s upcoming retirement.
With the addition of Tarvos Wealth, the Craven Street Wealth group will have the expertise and the added specialisms of 18 Financial Planners, 9 with Chartered Financial Planner status and will have considerable standing within the Kent area in particular.
Over time this acquisition will allow clients and staff to benefit from the expansion of services, including investment propositions, platform technology and systems through the scale of the Craven Street Wealth group.
A thorough and rigorous process has been followed to ensure the best interests of clients, staff and stakeholders of all businesses. We are also pleased to confirm that all Financial Planners; Nick Dodd, Louise Simpson-Brown and Director, Ruth Dolan will remain within the business alongside paraplanner Karen and the client support team of; Nicola, Rosie and Sarah. The firm will continue to operate from its Canterbury office many clients and professional contacts will have visited.
Tom Barnett, Managing Director of Craven Street Wealth and Kreston Reeves Financial Planning comments: “We are delighted to have completed this acquisition at an important stage of our plans for development after detailed discussions over an extensive period of time. I would like to thank the Tarvos shareholders for recognising the value in combining the businesses. Not only does the combined business provide additional scale which we intend to embrace for the enhancement of services to clients, but also expands our advice team which operates with an exceptionally broad range of skills and professionalism. We very much look forward to making announcements on our plans as they continue to develop.”
Chartered Financial Planner and Director of Tarvos Wealth, Ruth Dolan said: “We see this as a natural fit with both companies aligning their culture and vision, to continue to provide a high standard of advice and service to clients. With both firms’ historic roots in the accountancy and legal sector, it gives us a fantastic opportunity to continue to build a trusted service upon which other professionals can rely for their clients.”
Simon Ludden of Tarvos added: “In my view the firms are a perfect fit, with our experience working with the legal profession and theirs with accountants. We are very excited about the possibilities that this brings for our staff and our clients and though I shall be looking forward to my retirement, part of me wishes that I could stay on to watch the company grow.”
In our view, the firms are a perfect fit, combining expertise in working alongside both legal and accountancy professions. We are very excited about the possibilities this brings for staff and our clients.
We welcome any questions you may have.
Who we are…
Our team spend time with you, understanding your financial objectives, matching what you need with the services we offer and always providing honest, unbiased advice.
We appreciate that the world of financial services, pensions, and investments can sometimes be confusing but, when tackled effectively and professionally, yield huge benefits. Our years of experience allows us to guide you through the numerous options available, safe in the knowledge we have your best interests at heart
Every single client is different, if you would like to discuss how we can help you, don’t hesitate to contact a member of the team.
Tarvos Wealth Limited is authorised and regulated by the Financial Conduct Authority (FCA)