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

Term assurance sales up 16% for Reassured

Term assurance sales up 16% for Reassured

Increased searcher intent recorded since June 2025

Jaskeet Briah
clock 12 December 2025 • 1 min read
Access FS appoints Equality Council

Access FS appoints Equality Council

Nine-strong team of staff and advisers

Cameron Roberts
clock 09 December 2025 • 1 min read
Bain Capital completes Jensten Group acquisition

Bain Capital completes Jensten Group acquisition

Plans for expansion

Jaskeet Briah
clock 05 December 2025 • 1 min read