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

  Show 1 limitation Hide limitations

  • · 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

• David William Hurst

  IRN DWH00002

  • SMF16 Compliance Oversight (9 Dec 2019 to 1 Mar 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 1 Mar 2022)
  • SMF3 Executive Director (9 Dec 2019 to 1 Mar 2022)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Material risk taker (9 Dec 2019 to 28 Feb 2022)
  • [FCA CF] Significant management (9 Dec 2019 to 28 Feb 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 1 Mar 2022)
  • CF4 Partner (AR) (11 Feb 2014 to 1 Feb 2018)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 8 Dec 2019)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 31 Mar 2009)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Donald Scott Sinton

  IRN DSS01123

  • Director of firm who is not a certification employee or a SMF manager (2 Mar 2021 to 27 Mar 2025)
• Eric Clapton

  IRN EXC00025

  • CF30 Customer (23 Aug 2010 to 3 May 2012)
  • CF1 Director (23 Aug 2010 to 3 May 2012)
• Gabriel Morris Joseph Harwood

  IRN GMH01123

  • [FCA CF] Functions requiring qualifications (1 Mar 2024 to 25 Oct 2024)
  • [FCA CF] Client dealing (1 Mar 2024 to 25 Oct 2024)
• Gary Burn

  IRN GXB01702

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

  IRN GXL01696

  • 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 11 Jul 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 May 2018 to 8 Dec 2019)
• Graeme Brian McColgan

  IRN GBM01050

  • CF30 Customer (16 Jun 2014 to 3 Dec 2014)
• Guy Alexander Howard Hilton

  IRN GXH18371

  • Appointed representative dealing with clients for which they require qualification (17 Jul 2023 to 23 Apr 2025)
  • CF30 Customer (11 Jul 2022 to 23 Apr 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Apr 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Apr 2025)
• Hardy Edwin Halls

  IRN HEH00003

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • CF30 Customer (since 25 Jun 2025)
  • Appointed representative dealing with clients for which they require qualification (since 25 Jun 2025)
  • [FCA CF] Client dealing (since 1 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
• James Alexander Griggs

  IRN JXG00782

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 21 Jun 2024)
  • [FCA CF] Client dealing (since 21 Jun 2024)

• 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.