Craven Street Wealth acquires Punter Southall's financial planning division

Clients will continue with existing advisers

Jaskeet Briah
clock • 1 min read

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.

Punter Southall's financial planning division includes protection advice for life insurance, critical illness cover and income protection. Clients will be able to access more diverse and specialist support and services, such as a wider investment proposition, alongside combining technology to keep costs low, Craven Street detailed. The deal, which will be completed at the end of February, will add Oxford, Bedford and Poole to Craven Street's existing offices in London, Canterbury and Horsham, with 90 employees. The Punter Southall financial planning management team will also be part o...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

Advisers want to learn more about AI: Paradigm

Advisers want to learn more about AI: Paradigm

Technical knowledge gap found

Jaskeet Briah
clock 31 October 2025 • 2 min read
Stonebridge adds new AR

Stonebridge adds new AR

Vibrant Mortgages partnership

Cameron Roberts
clock 27 October 2025 • 1 min read
Advisers see rise in client anxiety ahead of Autumn Budget

Advisers see rise in client anxiety ahead of Autumn Budget

Royal London research findings

Jenna Brown
clock 22 October 2025 • 3 min read