Daniel Robertson
- Business Development Manager at Kreston Reeves Financial Planning Services Limited
- +44 (0)330 124 1399
- Email Daniel
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View all peoplePublished by Daniel Robertson on 21 February 2022
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We are delighted to announce the appointment of Tom Barnett as Managing Director of Kreston Reeves Financial Planning Ltd.
Tom joined our Financial Planning team in 2007, qualifying as a Chartered Financial Planner shortly afterwards and was appointed as Director in 2013. Since joining, Tom has worked closely with David Hurst who is retiring from the role after leading the Financial Planning team since founding.
David Hurst, who will continue with the firm as a consultant, says; “Tom has been integral to the firm’s success over the years, and I would like to congratulate and express my full support of Tom’s appointment – knowing that he will place the same emphasis on quality client service.”
Tom Barnett commented; “I am extremely proud of the business and what has been created with Kreston Reeves and others. On a personal level, I would like to thank David for his support and mentoring over the years. We have a very talented team here and have a very bright future ahead.”
“Our clients will continue to receive the same high standard of advice and support whilst we continue to develop and expand our investment propositions, range of services, platform technology and systems”.
In addition to Tom’s appointment, Dr Patricia Ivan has also been appointed to the Board of Directors. Patricia joined the business as Head of Risk and Operations in November 2021 and has impressed with her experience and personable attitude.
If you have any questions, please get in touch with our Financial Planning team, part of the Craven Street Wealth group on +44 (0)330 124 1399, or by completing our online enquiry form.
Kreston Reeves Financial Planning Limited, Independent Financial Advisers. Authorised and regulated by the Financial Conduct Authority.
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