Craven Street Wealth
Craven Street Wealth is a leading Independent Chartered Financial Planning and wealth management firm, providing specialist advice to individuals, business owners, trustees, and professionals across the UK. With a team of 90, including 30 highly qualified Financial Planners, we manage approximately £2 billion in client assets and operate from regional offices in London, Kent, Sussex, Bedfordshire, Dorset, and Oxfordshire. We have been consistently recognised for our expertise and client focus, ranking No. 2 Financial Adviser in the UK in 2024 by FT Adviser, a Financial Times publication. As part of the Quanta Group, alongside Wealthtime, Wealthtime Classic, and discretionary fund manager Copia Capital, we are backed by AnaCap Financial Partners, with the wider group responsible for approximately £18 billion in client assets. Our Expertise We provide comprehensive financial planning services, with specialisms in: Strategic Wealth Management – Tailored investment strategies to preserve and grow client assets. Corporate and Business Owner Advisory – Tax-efficient planning, business protection, and succession strategies. Trustee and Professional Services – Specialist advice for legal professionals, accountants, and trustees. Retirement & Estate Planning – Structuring assets for financial security and legacy planning. Tax & Protection Planning – Mitigating risk and ensuring long-term financial resilience. Craven Street Wealth has built a reputation for successfully integrating acquisitions while maintaining a strong focus on independence, long-term client relationships, and service excellence. Our team works in close partnership with professional intermediaries to deliver joined-up financial planning solutions that align with client and business objectives. To learn more about how we can support you and your clients, visit: email info@cravenstreetwealth.com or call 0330 320 9280
7-day free trial · no credit card
Verified contacts
59
available on Kipplo
LinkedIn employees
62
51 to 200 range
Open roles
—
no listings
Distinct roles
39
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 59 verified contacts at Craven Street Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
59 contacts with verified email or phone · masked until revealed.
- ZP
Zetra Puddick
Head of Business Risk · Finance & Accounting
EmailPhone - GB
Gary Burn
Financial Planner · Finance & Accounting
EmailPhone - BT
Brooke Thompson
Client Services Executive · Customer/Client Service
EmailPhone - AH
Alina Hobbins
Advice Reporting Executive · Finance & Accounting
EmailPhone - DS
Danny Stiles
Head of Client Services · Customer/Client Service
EmailPhone - EH
Elizabeth Holder
Director of HR · Human Resources
EmailPhone - HD
Hannah Davison
Advice Reporting Senior Executive · General Business & Management
EmailPhone - HB
Helen Bleach
Head of Data & Integration Projects · Information Technology
EmailPhone - MQ
Mary Quaife
Advice Reporting Executive · Finance & Accounting
EmailPhone
Showing 9 of 59 verified contacts
Top roles at Craven Street Wealth
39 distinct titles indexed · top 10 shown.
- 4chartered financial planner
- 4financial planner
- 3client services senior executive
- 2advice reporting executive
- 2client support executive
- 2senior paraplanner
- 1advice reporting senior executive
- 1adviser support
- 1advisor support
- 1central operations assistant
- +29more titles
Sign up to unlock all 59 contacts at Craven Street Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 59 verified contacts at Craven Street Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.