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

• Matthew Declan Ritchie

  IRN MDR01148

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

  IRN MJS00041

  • CF30 Customer (10 Sep 2012 to 26 Sep 2014)
• Michael Richard Gittings

  IRN MRG00054

  • CF1 Director (1 Dec 2001 to 18 Jan 2002)
• Nicholas James Dodd

  IRN NJD00023

  • [FCA CF] Client dealing (20 Dec 2022 to 29 Nov 2024)
  • [FCA CF] Functions requiring qualifications (20 Dec 2022 to 29 Nov 2024)
• Nigel Fright

  IRN NXF01335

  • Director of firm who is not a certification employee or a SMF manager (9 Dec 2019 to 2 Mar 2021)
  • CF2 Non Executive Director (9 Mar 2016 to 8 Dec 2019)
• Patricia Oluwatosin Ivan

  IRN PXI00022

  • [FCA CF] Manager of certification employee (since 6 Jul 2023)
  • SMF3 Executive Director (since 1 Apr 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 1 Apr 2022)
  • SMF16 Compliance Oversight (since 1 Apr 2022)
  • Responsible for Insurance Distribution (since 1 Apr 2022)
• Patrick John Mill

  IRN PJM01489

  • Director of firm who is not a certification employee or a SMF manager (27 Mar 2025 to 15 Jan 2026)
• Paul David Howson

  IRN PDH00018

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 May 2021)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (13 Jun 2006 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (13 Jun 2006 to 31 Oct 2007)
• Paul James Bennett

  IRN PJB00193

  • 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] Manager of certification employee (since 1 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
  • [FCA CF] Client dealing (since 1 Mar 2024)
• Philip Hartford King

  IRN PHK00001

  • [FCA CF] Client dealing (1 Mar 2024 to 14 Nov 2025)
  • [FCA CF] Functions requiring qualifications (1 Mar 2024 to 14 Nov 2025)

• 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.