Supporting Kreston Reeves Financial Planning To Acquire Tarvos Wealth
Thistle Initiatives supports Kreston Reeves Financial Planning with its change in control application to acquire Tarvos Wealth.
Congratulations to our client Kreston Reeves Financial Planning, part of the Craven Street Wealth group, for completing its acquisition of advice firm Tarvos Wealth.
The Investments team at Thistle Initiatives was engaged by Kreston Reeves Financial Planning to undertake its change in control application to acquire Tarvos Wealth.
The acquisition will bring the group’s assets under advice to £1.15bn and grows its financial planners to 18.
Tom Barnett, managing director of Craven Street Wealth and Kreston Reeves Financial Planning said: “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.”
Craven Street Wealth was launched in March 2021 following the acquisitions of Kreston Reeves Financial Planning and Christchurch Investment Management. It is the wealth management business of Craven Street Capital.
Find out more about our Acquisition Due Diligence services or to speak to a member of our expert team, please call 0207 436 0630 or email info@thistleinitiatives.co.uk.