RA
Raven Wealth Planning Ltd
aka Raven Wealth Planning Ltd
Contact & Location
Monday8:30 AM – 5:30 PM
Tuesday8:30 AM – 5:30 PM
Wednesday8:30 AM – 5:30 PM
Thursday8:30 AM – 5:30 PM
Friday8:30 AM – 5:30 PM
SaturdayClosed
SundayClosed
Specialisms
Regulatory Information
- FRN
- 990075
- Status
- Authorised
- Date Authorised
- 29 September 2023
- Years Authorised
- 2 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Acting as a CBTL arranger
- ✓Acting as a CBTL advisor
- ✓CBTL Status
- ✓CBTL Effective Date
- ✓Agreeing to carry on a regulated activity
- ✓Acting as a CBTL Arranger
- ✓Acting as a CBTL Advisor
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- NI652100
- Company Status
- Active
- Incorporation Date
- 3 April 2018
- Directors
- 2
- Accounts Category
- Micro Entity
- Last Accounts Filed
- 31 March 2024
- SIC Codes
- 66190
Team (2)
Jeremy Paul Stewart
ApprovedSimon James Thompson
ApprovedCertified
Google Reviews
5.0
1 review on Google
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Quick Facts
- Belfast, Northern Ireland
- 2 years FCA-authorised
- 2 registered individuals
- 4 specialisms
- 16 FCA permissions
- CH NI652100
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.