CRAVEN STREET WEALTH LIMITED - Key Persons
Having always been fascinated by the world of finance, Alina joined Craven Street Wealth after obtaining a First Class Honours degree in Religion, Philosophy and Ethics from King's College London.
She finds helping clients build brighter futures rewarding and looks forwards to a career in finance with Craven Street Wealth where she values the outstanding company culture, finding the whole team kind and supportive.
qualifications
First-class honours degree in Religion, Philosophy and Ethics from King's College London.
Amy joined the team in January 2020. Having graduated from Cardiff University with a degree in English Literature, she worked as an Administration Manager at an outdoor activity facility before starting a new challenge in the financial services profession.
Amy's role here at Craven Street sits within the existing business team. She's responsible for daily administrative tasks including preparing documents for client meetings, liaising with providers, answering client queries or hosting internal training sessions.
Anthony has 52 years' experience in financial services after having first started his work experience in stockbroking which he found he had natural ability for and enjoyed, remaining in investment management over his whole career.
He is now keen to pass on his experience and client connections to members of the Craven Street Wealth team.
qualifications
Diploma in Regulated Financial Planning (DipPFS)
Having worked in financial services for all of his 50 year career, Bernard enjoys meeting clients and their families.
He has an ability to translate complex financial considerations into an understandable client-friendly format, whether through conversation or in writing
Shared client focused values and a thoroughly professional approach attracted Bernard to Craven Street Wealth.
qualifications
Diploma in Financial Services (DipFS)
Job Titles:
- Chartered Financial Planner
Bethany joined the firm as a Trainee Financial Planner in 2019 after completing her master's degree at the University of Kent. She became fully qualified in 2021 and has since achieved Chartered status - the gold standard in the industry.
As well as growing and looking after her own client bank, Bethany also co-advises with Tom Barnett on many of his new and existing clients.
She enjoys building meaningful relationships with her clients and applying her technical knowledge to create good outcomes for them.
Bev's role as Compliance Manager involves developing, overseeing and reviewing internal control systems to ensure all financial advice given is compliant with regulations and legal guidelines.
Clare is experienced in assisting both the management and advisor team with reporting and the production of valuation reports in addition to having good office management skills.
Job Titles:
- Business Development Manager
From initial inception to completion, Daniel led the rebrand to Craven Street Wealth from a marketing perspective and will manage the amalgamation of future acquired firms, recognising that each is unique and will therefore require a bespoke approach most suitable for their clients, staff and other stakeholders.
He is a strategic thinker with an ability to creatively deliver results.
The Craven Street Wealth team benefit from the continued expertise and insight David provides from his extensive experience in managing a very successful business and providing clients with both investment and pension advice.
Job Titles:
- Director, Christchurch Investment Management
David has extensive experience having worked as an Independent Financial Planner for over 35 years with many of those with other members of the wider Craven Street Wealth group.
Mortgage and Equity Release are particular specialisms of David who enjoys helping individuals with their financial planning requirements.
His favourite feedback from a client was "following your advice for the last 30 years has meant I am able to change my career and do something I really enjoy."
qualifications
Diploma in Regulated Financial Planning (DipPFS)
Donald joined Craven Street Capital in 2017 with a background in finance and financial technology solutions with Standard Bank and Dimension Data.
He is a Director of Craven Street Wealth and its subsidiaries.
Job Titles:
- Director - Head of HR, Risk & Operations
Patricia is a versatile, experienced and accomplished professional within financial services with 22 years' experience. She provides oversight and monitoring of the firm's risks, associated systems and controls. This involves interpreting regulatory requirements and monitoring developments across the industry and marketplace in which the firm operates to form plans and processes as appropriate to ensure continued good practise based on a key principle of good culture which transcends throughout Craven Street Wealth.
Her methodical and highly detailed approach coupled with intuition and good people management enables her to effectively deliver projects to the highest quality within required timescales, budgets and other requirements.
She is able to see things from other people's perspective - be it the various business stakeholders, regulator or team she manages.
Over six years in financial services, Fiona has earned several qualifications in the fields of financial planning, mortgages and the more specialist areas of equity release and long-term care insurance.
This knowledge and experience shows in the high quality paraplanning work she provides to the team and clients.
qualifications
Diploma in Regulated Financial Planning (DipPFS)
Job Titles:
- Chartered Financial Planner
Georgia is a fully qualified, highly experienced Chartered Financial Planner and has been in financial services for over 12 years. Georgia is genuinely enthusiastic and dedicated to her role as a financial planner. Georgia cares for her clients and sees her role as a privilege to support clients and their families, helping them to understand the different financial options available, which could enable early retirement and more time to be spent with their families.
Georgia has excellent reporting, record keeping and relationship building abilities together with maintaining existing client relationships and is committed to providing a valued service to her clients.
Guy joined the business in 2016. Having been brought up in a pub and working in one before starting his financial services career, Guy's main priority has always been customer service, something which is still true today.
He became a fully qualified Financial Planner in 2019.
Hannah joined the team in 2021, having started her financial services career three years before. Her previous experience included compliance-based and mortgage advice roles.
Hannah is situated in our new business team. In addition to producing suitability reports, her day-to-day role involves obtaining quotes, submitting product applications, cost comparisons and liaising with providers.
qualifications
Cert CII (MP) (ER)
Hash has worked in financial services for over 27 years, dealing with a variety of clients and insurance providers where he uses his experience to ensure clients benefit from the best outcomes in a timely manner.
Over this time, he has dealt with most aspects of administration from new business processing, providing support to both advisers and clients, the sympathetic handling of bereavements and account management.
The most rewarding aspect of his role is receiving positive feedback from clients on the service he has provided.
As part of Craven Street Wealth, Hash enjoys having access to a wider range of specialists and advisers which ultimately help in delivering an even better service to clients.
Hayley was new to the financial services profession when she joined us in March 2021, having previously worked at a property letting agency. She brought with her exceptional administration and interpersonal skills that are crucial to her role.
On a day-to-day basis, Hayley provides advisor support, working closely with her team to deliver the best possible experience for our clients.
After gaining a broad knowledge of the industry working as a Trainee Financial Paraplanner for a small local financial planning firm, Jonny joined us in 2022 keen to be part of a forward-thinking firm with a strong track record.
His role sees him providing operational and administrative support to our advisor team, helping them deliver an accurate and timely service that enables our clients to meet their financial goals.
qualifications
BA (Hons) History
Karen joined Craven Street Wealth as HR Executive after senior experience as an office manager and sales coordinator.
Karen provides technical support to the team having been in financial services for over 34 years and now enjoying how Craven Street Wealth truly put clients first.
Client care is important to Karen who has developed experience in assisting many of the Craven Street Wealth advisors over many years.
Job Titles:
- Investment Manager & Chartered Financial Planner
Along with lots of energy, Keith brings with him the expertise of both a Discretionary Portfolio Manager and Chartered Financial Planner, having worked in financial services for over 38 years after having first qualified in the very first wave of graduates. He uses this knowledge and experience to ensure the effective communication of sometimes complex investment principles, methodology and performance.
Job Titles:
- Financial Planning Director
Kim has been with the firm since 1997, back when it was still known as Spofforths. She works with clients both at the initial stage and on an ongoing basis, developing long-term financial plans to meet a range of client objectives.
Kim's day to day involves everything from creating financial plans to checking reports and meeting with clients. She also ensures our Sussex region runs smoothly.
Job Titles:
- Chartered Financial Planner & Senior Manager
Lee has more than 30 years' financial services experience; he joined the firm back in 2001, having previously held an Area Sales Manager role at Natwest Mortgage Services. When the industry underwent changes that resulted in increased regulation and a greater client focus, he saw an opportunity to provide truly independent advice with a high level of client care.
Here at Craven Street, Lee's relaxed but focused approach enables him to deliver this exceptional client service every day. He advises clients across a range of financial planning areas with a view to meeting their personal and family objectives.
Job Titles:
- Chartered Financial Planner & Divorce Lead
Louise was originally attracted to financial services by the relationships built with client and the help and support she can provide to them.
She has now been in the industry for 16 years and loves the support and professional environment at Craven Street Wealth and how everyone is encouraged to be the best they can in their individual roles. This includes herself in always striving to be the best adviser she can be , helping clients through their various milestones, knowing she really does make a difference to their lives.
Job Titles:
- Client Support
- Trustee for a Local Breast Cancer Charity
Lynne has worked in financial services since 2008 having been first attracted by the thought of meeting and helping people, which is what she still enjoys most in her role.
Over this time, she has developed a good understanding and insight of clients she has worked on cases for, helping her achieve the best outcomes for their particular needs, whilst also being able to adapt well to working with all members of the larger Craven Street Wealth team.
qualifications
Diploma in Regulated Financial Planning (DipPFS)
Lynne is also a Trustee for a local Breast Cancer Charity and an advocate for financial education for young people, particularly those aged between 12 and 20 years old.
Job Titles:
- Director
- Non - Executive Director
Matthew joined Craven Street Capital in 2015. He has more than 5 years' experience in corporate finance specialising in structured finance, mid-market public and private transactions in South Africa and the UK and was previously Associate at i capital advisers.
Matthew is a Director of Craven Street Wealth and its subsidiaries.
Megan joined the firm in 2017, initially in a payroll position before moving over to work in employee benefits. She supports our Group Scheme Specialist with the day-to-day business administration and client care. This involves implementing new scheme set-ups, processing annual renewals, gaining market rate comparisons and completing mandatory compliance.
Having joined financial services in 1997, Nick qualified to give regulated financial advice in 1999, then spent 16 years gaining experience by working for well-known building societies before wishing to extend his breadth and depth of knowledge by joining the independent sector in 2014.
Nick is great at understanding clients' circumstances and applying sound financial planning so they achieve their aspirations.
He enjoys the combined experience and expertise within the Craven Street Wealth team where he also champions mental health awareness in the workplace.
Combining his expert financial planning knowledge with empathy can be particularly beneficial for older clients and those with needs of a more sensitive nature.
qualifications
Diploma in Regulated Financial Planning (DipPFS)
Nicola has the benefit of 25 years' experience in financial services coupled with an abundance of patience when providing support to our adviser team.
qualifications
Financial Planning Certificate 1, 2 & 3 (FPC)
Rachel joined Craven Street in January 2022. Having previously trained and practised as a midwife in the NHS, she was keen to take on a new role and a brand new challenge.
Rachel's role is split between new business processing, where she manages client investments and pension portfolios, and advisor support, where she provides administrative support through the preparation of reports and liaison with clients.
Richard has extensive experience in the financial services profession and has developed an in-depth knowledge over the past 40 years. He has experience in leading teams and working with private and corporate clients.
Day to day, Richard assists the planners to help our clients achieve their financial goals, working with the new business team means he deals with a broad range of different clients and planners throughout the team.
Job Titles:
- New Business Administrator
From starting her apprenticeship when she was 17 Roe is involved with a broad variety of tasks - from meeting preparation, to building her marketing knowledge through physical and electronic mailouts, as well as website and social media updates.
Job Titles:
- Financial Planning Director & Head of Legal Relationships
Ruth is highly experienced, having joined the financial services industry in 1996, qualifying as a Chartered Financial Planner, providing high quality financial advice since 2004.
In addition to providing advice in a range of areas such as taxation, investing, retirement planning and protection, she has developed several areas of specialist expertise.
As an affiliated member of STEP, Ruth is well qualified to assist trustees in adhering to their duties of investments under the Trustee Act 2000. Combining investment planning and the practical aspects of administering trust investments, trustees receive a fully comprehensive plan when considering the investment of trust funds.
Ruth is also an accredited Later Life Adviser after achieving membership of the society of Later Life Advisers (SOLLA) in October 2010 and going on to become a member of the Advisory Board. SOLLA aims to assist consumers to find quality and trusted financial advisers involved in the older client market by promoting the benefits of working with financial advisers who have achieved the Later Life Adviser Accreditation.
In a constantly changing industry landscape, Ruth enjoys a challenge, most recently successfully managing a team integration to Craven Street Wealth who she finds vibrant and unique in their combined experience in using their expertise to work alongside other professional services firms. Her role as Head of Legal Relationships enables her to exercise her high level of expertise and experience alongside legal professionals for both the benefit of their clients and them in providing structured CPD and support.
Ruth feels strongly that to be trusted with client's finances is a privilege that must be earnt - something she imparts to those she entering, or newer to the financial services industry she mentors.
Job Titles:
- Transaction Reporting Analyst
Job Titles:
- Group CEO
- Non - Executive Director
Job Titles:
- Financial Planning Director
Job Titles:
- Chartered Financial Planner & Senior Manager
Job Titles:
- Director - Head of Distribution / Chartered Financial Planner
Job Titles:
- Central Operations Manager & Company Secretary