Craven Street Wealth logo
VerifiedFinancial Services· Founded 2021

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

Employees62(51 to 200)Founded year2021Websitecravenstreetwealth.comLinkedIn profileLinkedIn

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.

Sign up free

Decision-makers and verified team members

59 contacts with verified email or phone · masked until revealed.

Sign up free →

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 free

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.

Craven Street Wealth | Kipplo Discover