Tom Barnett
Managing Director at Craven Street Wealth- Claim this Profile
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Bio
Credentials
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Advanced Diploma in Financial Planning (APFS)
Chartered Insurance Institute -
Associate Member of the Personal Finance Society
Personal Finance Society -
Investment Management Certificate (IMC)
CFA UK
Experience
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Craven Street Wealth
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United Kingdom
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Financial Services
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1 - 100 Employee
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Managing Director
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Feb 2022 - Present
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KRESTON REEVES FINANCIAL PLANNING LIMITED
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United Kingdom
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Financial Services
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1 - 100 Employee
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Managing Director
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Sep 2022 - Present
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Chartered Financial Planner
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Mar 2021 - Sep 2022
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Director
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Mar 2021 - Feb 2022
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Kreston Reeves
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United Kingdom
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Accounting
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300 - 400 Employee
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Partner and Financial Planning Director
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Jun 2016 - Feb 2022
I have been with Kreston Reeves since 2007 having originally joined the graduate trainee programme in the financial services business. Since then I have progressed to becoming a Director of the financial services business in August 2013 and a partner in Kreston Reeves LLP from June 2016. Today I am proud to advise a diverse range of clients from many backgrounds and help to develop the services offered by our firm to further our position as an industry leader. I specialise and have a particular interest in financial and investment planning for family groups and entrepreneurs, as well as retirement and pension planning. If you would like to find our more about our firm or the services we offer then please do not hesitate to get in touch. www.krestonreeves.comtom.barnett@krestonreeves.com0788 9207723
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Director, Financial Planning
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Aug 2013 - Feb 2022
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Chartered Financial Planner
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Jun 2007 - Feb 2022
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Education
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University of Kent
BSc (Hons), Economics