Chartered Monetary Planner Kreston Reeves Monetary Planning Ltd has been rebranded as Craven Road Wealth following its takeover by company finance agency Craven Road Capital.
London-based Craven Road Capital acquired the agency in March 2021 and has since made quite a few acquisitions.
Plenty of director and administration appointments have been made lately as the corporate gears up for additional development.
Craven Road Wealth says that whereas the branding has modified the identify of the corporate, the Monetary Planners and assist crew stay the identical.
The agency’s Chartered Unbiased Monetary Planning agency standing additionally stays unchanged.
The group has continued to develop by acquisition lately.
In March Kreston Reeves Monetary Planning acquired Canterbury Monetary Planner Tarvos Wealth, boosting its complete belongings beneath recommendation to £1.15bn.
Craven Road Capital created the group with the simultaneous acquisitions of Canterbury-based Kreston Reeves Monetary Planning and Christchurch Funding Administration Ltd in March 2021. Funding for the transactions was supplied by Shawbrook Financial institution.
The takeover of Tarvos Wealth in March boosted Craven Road Wealth to 18 Monetary Planners, 9 with Chartered Monetary Planner standing.
Tom Barnett, managing director of Craven Road Wealth, mentioned of the rebrand: “This is a vital milestone in bringing collectively of the varied corporations inside the group. I want to guarantee our purchasers that they’ll proceed to obtain the identical excessive customary of recommendation and assist while we proceed to develop and develop our funding propositions, vary of companies, platform know-how and techniques”.
The Craven Road Wealth group now has 40 members of employees in complete and places of work in London, Kent and Sussex.
Kreston Reeves LLP is a separate organisation to Kreston Reeves Monetary Planning and stays unaffected by the rebrand. Craven Wealth says the rebranding of Kreston Reeves Monetary Planning Restricted doesn’t have any affect on Kreston Reeves LLP.
