Craven Street Financial Planning Limited
Craven Street Financial Planning Limited
Trading as: Craven Street Wealth
#03852054 • Active
B2cServices
Craven Street Wealth is an independent chartered financial planning and wealth management firm based in London, Kent, and Sussex. They specialize in helping individuals and businesses achieve their financial goals through tailored advice and expert service.
Founded: 01/10/1999
Industries: Financial intermediation not elsewhere classified
Website: https://cravenstreetwealth.com
Phone: Subscribe to view
Email: Subscribe to view
Location: Canterbury
Services
- Financial Planning
- Legacy Planning
- Long-term Care Funding
- Retirement Planning
- Wealth Management
Financial Snapshot
Last accounts made up to 31 December 2023
Next accounts due 30 September 2025 (4 months)
Cash in Bank £0.55m
↑ 21%
Total Liabilities £1.05m
↑ 36%
Employees 48
↑ 33%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Patrick John Mill | Company Director | 27/03/2025 | British | 57 years |
| Patricia Oluwatosin Ivan | Head Of Risk | 25/07/2022 | British | 43 years |
| Soondra Moorthi Appavoo | Company Director | 02/03/2021 | British | 55 years |
| Thomas David Barnett | Financial Adviser | 09/08/2013 | British | 39 years |
| Timothy Mark Maakestad | Independent Financial Advisor | 01/04/2003 | British | 59 years |
Role:
Company Director
Appointed:
27/03/2025
Nationality:
British
Age:
57 years
Role:
Head Of Risk
Appointed:
25/07/2022
Nationality:
British
Age:
43 years
Role:
Company Director
Appointed:
02/03/2021
Nationality:
British
Age:
55 years
Role:
Financial Adviser
Appointed:
09/08/2013
Nationality:
British
Age:
39 years
Role:
Independent Financial Advisor
Appointed:
01/04/2003
Nationality:
British
Age:
59 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Chaucer Newco Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 22/04/2022 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
22/04/2022
Nationality:
United Kingdom
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
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Charges
1 charge registered
Shawbrook Bank Limited Outstanding
Created 02/03/2021#038520540001 Negative Pledge
Properties
No property information available
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 17/04/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 27/03/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 27/03/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 30/09/2024 | Accounts | Accounts With Accounts Type Small | View (11 pages) |
| 29/07/2024 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 29/09/2023 | Accounts | Accounts With Accounts Type Small | View (12 pages) |
| 31/07/2023 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |