Kreston Reeves Financial Planning – Top 100 IFA firm 2021
New Model Adviser acknowledged the acquisition of the financial planning firm by Craven Street Wealth in March 2021, with the firm forming the foundation of the new group with a vision to grow both organically and through further strategic acquisitions.
The firm was specifically praised by NMA for their increases to assets under management and a growing number of clients investing in sustainable portfolios.
The team have continued their dedication towards the highest level of professional standards with individuals having passed a total of 12 Chartered Insurance Institute (CII) exams over the course of the year. This has, in part, resulted in Georgia Leahy having now become a Chartered Financial Planner and Bethany Turton having completed her Diploma in Regulated Financial Planning. Cara Herdman has also joined the team as a Chartered Financial Planner in Sussex and before the end of 2021, Dr Patricia Ivan will be joining to further strengthen the Board.
Director, Tom Barnett shares that “we are delighted to be recognised once again by NMA as a leading business in our industry, reflecting the hard work and professionalism of our staff and culture. We have been working extremely hard to further develop the business and look forward to being able to share externally further details of these plans in the coming months.
Director, Tim Maakestad adds “this continued recognition of our business, both for the quality of our advice and our continued commitment to our clients, is very welcome. Our financial services team works hard to maintain and improve our high standards and we are immensely proud to be recognised in this way”
We look forward to finding out later in the year who will be shortlisted for both National Firm of the Year and Regional Firm of the Year – South East, with winners being announced in 2022.
For industry acclaimed financial advice please contact Kreston Reeves Financial Planning, part of the Craven Street Wealth group on +44 (0)330 124 1399 or provide your details on our online enquiry form.
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