Craven Street Financial Planning Limited

• Principal Place of Business

  Craven Street Wealth

  Graylaw House 20-22

  Watling Street

  Canterbury

  Kent

  CT1 2UA

  UNITED KINGDOM

  Phone

  +4403303209280

  Web

  https://www.cravenstreetwealth.com

• Complaints Contact

  Craven Street Wealth

  Graylaw House 20-22

  Watling Street

  Canterbury

  Kent

  CT1 2UA

  UNITED KINGDOM

  Phone

  +4403303209280

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 1 limitation Hide limitations

  • · This permission is limited to debt counselling with no debt management activity

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Score Services

  Show 1 limitation Hide limitations

  • · This permission is limited to not carrying out credit repair services

• Andrew John Quentin Griggs

  IRN AJG00104

  • CF1 Director (1 Dec 2001 to 17 Aug 2009)
• Anthony Hayward Walters

  IRN AHW00003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 27 Nov 2023)
  • [FCA CF] Functions requiring qualifications (since 27 Nov 2023)
• Anthony Simon Palmer

  IRN ASP01097

  • CF4 Partner (AR) (23 Jan 2014 to 1 Feb 2018)
• Barrie Watkiss

  IRN BXW00044

  • CF21 Investment Adviser (18 Jul 2002 to 13 Jun 2003)
• Bethany Victoria Turton

  IRN BXT00395

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 17 Jul 2023)
  • CF30 Customer (since 28 Mar 2023)
  • [FCA CF] Client dealing (since 3 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 3 Nov 2022)
• Cara Herdman

  IRN CXH00025

  • CF30 Customer (11 Jul 2022 to 24 Jul 2023)
  • [FCA CF] Client dealing (19 May 2022 to 24 Jul 2023)
  • [FCA CF] Functions requiring qualifications (19 May 2022 to 24 Jul 2023)
• Christopher James Judge

  IRN CJJ00006

  • CF30 Customer (11 Mar 2013 to 6 Nov 2013)
• Christopher Paul Eyre

  IRN CPE01010

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 1 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
• Clive Robert Stevens

  IRN CRS01067

  • CF1 Director (30 Jan 2002 to 15 May 2019)
• David Gerard Thornberry

  IRN DGT00008

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • Appointed representative dealing with clients for which they require qualification (since 11 Jul 2024)
  • CF30 Customer (since 11 Jul 2024)
  • [FCA CF] Functions requiring qualifications (since 27 Nov 2023)
  • [FCA CF] Client dealing (since 27 Nov 2023)

• KRESTON REEVES FINANCIAL PLANNING SERVICES LIMITED

  FRN 971317 · Appointed 7 Mar 2022

• Brachers Wealth Management LLP (no longer appointed)

  FRN 612574 · Appointed 1 Jan 2014 · Until 16 Apr 2018

No changes recorded yet.