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

• Richard Alexander De Jongh

  IRN RAD00014

  • CF30 Customer (26 Aug 2010 to 10 May 2012)
• Richard John Cole

  IRN RJC01238

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Client dealing (since 1 Mar 2024)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2024)
• Ruth Therese Elsie Southen

  IRN RTD01016

  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • Appointed representative dealing with clients for which they require qualification (since 24 Jul 2023)
  • CF30 Customer (since 24 Jul 2023)
  • [FCA CF] Client dealing (since 15 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 15 Nov 2022)
• Simon Anthony Reynolds

  IRN SXR01347

  • CF1 Director (1 Aug 2010 to 4 Oct 2012)
  • CF30 Customer (1 Aug 2010 to 4 Oct 2012)
• Simon James Ashby

  IRN SJA01112

  • 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] Functions requiring qualifications (since 1 Mar 2024)
  • [FCA CF] Client dealing (since 1 Mar 2024)
• Soondra Moorthi Appavoo

  IRN SMA01061

  • Director of firm who is not a certification employee or a SMF manager (since 2 Mar 2021)
• Stephen John Smith

  IRN SJS01399

  • CF4 Partner (AR) (27 Jan 2014 to 9 Oct 2017)
• Stuart David Bartholomew

  IRN SDB01124

  • 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] Functions requiring qualifications (since 1 Mar 2024)
  • [FCA CF] Client dealing (since 1 Mar 2024)
  • [FCA CF] Manager of certification employee (1 Mar 2024 to 28 Feb 2025)
• Stuart James Bates

  IRN SJB01621

  • 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)
  • CF30 Customer (since 6 Jun 2024)
  • Appointed representative dealing with clients for which they require qualification (since 6 Jun 2024)
  • [FCA CF] Client dealing (since 1 Jun 2023)
  • [FCA CF] Functions requiring qualifications (since 1 Jun 2023)
• Terence Burgum

  IRN TXB01229

  • 11. Pension transfer specialist
  • 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
  • Appointed representative dealing with clients for which they require qualification (since 17 Jul 2023)
  • CF30 Customer (since 18 Jul 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (6 Sep 2016 to 8 Dec 2019)

• 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.