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Craven Street Wealth acquires Punter Southall s financial-planning business

Independent chartered financial planning firm Craven Street Wealth has agreed the transfer in of Punter Southall’s financial-planning division. The transaction boosts the firm's assets under management (AUM) from £1.2bn to £1.8bn and deepens its presence in the south of England. The deal means clients will be able to

Steve butlerTom barnettShawbrook bankCraven street wealthPunter southallStreet wealthCraven street

Craven Street Wealth buys Punter Southall s financial planning business

Craven Street Wealth buys Punter Southall s financial planning business
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Street wealthPunter southall

Craven Street Wealth buys Punter Southall s financial planning arm

Independent Chartered financial planning business Craven Street Wealth has agreed to the transfer-in of the financial planning division of Punter Southall, as part of its growth plans.

City ofUnited kingdomBorough of bedfordTom barnettSteve butlerBernard barrett associatesPunter southallCraven street wealthStreet wealthBernard barrett

Money Marketing Weekly Wrap-Up – 15 Jan to 19 Jan

Explore this week's top stories on Money Marketing, featuring insights from Alan Hughes on FOS' True Potential ruling and an examination of prevailing "misogynistic mindsets" in financial services. Read more below: Alan Hughes: FOS’ True Potential ruling is a warning for all advisers The Consumer Duty could reshape

United kingdomGill whiteSarah colesAlan vallanceDavid kayeAlan hugheMatthew hillAlan hughesLondon institute of bankingPension labTitan wealth groupInsurance instituteMoney marketingTrue potentialConsumer dutyBeyond encryption

Pension Lab calls for letters of authority overhaul

Fintech boutique The Pension Lab has launched a collaborative initiative - #LogYourLoAPain - urging the financial services industry to estimate the cost of relying on antiquated pen-and-ink letters of authority (LoA).

United kingdomScott phillipsFinancial conduct authority consumer dutyPension labBeyond encryptionPunter southallFinancial conduct authorityConsumer dutyLang cat