Raven Wealth Planning 

Building Your Financial Legacy

The Raven Wealth team specialises in providing independent financial advice and personalised financial plans aimed at empowering shareholders with clarity and confidence, thereby facilitating enhanced business growth and transactional activity.

Busyness and complexity can get in the way of making important financial decisions. Our private client financial planning services make your personal financial goals our priority.

We understand that every individual’s financial journey is unique, which is why we offer personalised solutions tailored to your specific needs and aspirations.

We offer independent, impartial, trusted advice with a focus on your long-term goals and a long-term partnership.

Private Client financial planning services:

Our team considers all aspects of your financial life and integrates various strategies to optimise your overall financial well-being.

The cornerstone of holistic planning is cash flow modelling. Start with where you are today, where you are trying to get to, and bring clarity to what steps need to be taken to get you there. By analysing current and future cash flows through detailed projections and scenario planning, we develop a robust plan to deliver on your financial and lifestyle aspirations.

Numerous events outside your control can derail your financial plan. We assess your insurance needs, including life insurance, critical illness insurance and income protection, and recommend appropriate cover to protect you and keep your plan on track.

We help you develop strategies to achieve your retirement goals. Starting with how much you will need to fund retirement on your terms we will work with you to determine optimising retirement account contributions and planning for retirement income streams, including tax optimisation.

Working with clients to minimise their tax liabilities through strategies such as tax-efficient investment planning, charitable giving, and retirement account optimisation. We will also work with you to mitigate, where possible, inheritance tax so you can pass on as much of your wealth as possible.

Identifying, implementing and monitoring market-leading investment solutions for short, medium and long-term goals.

We understand the critical role that sound financial strategies play in driving corporate success and sustainability. While you focus on building a successful business, we can act as a strategic partner to help with corporate investments, retirement planning, employee benefits, and the vital area of insurance to protect the business.

Corporate Financial Services:

Our Business Protect service focuses on ensuring that you are aware of the key risks facing your business or the owners of the business if the worst was to happen.

  • Key Person Insurance: Insures for the potential financial impact of losing a vital employee due to illness, injury, or death.
  • Shareholder Protection: Enables surviving shareholders to provide for business continuity by buying the shares of another shareholder who has died or been diagnosed with certain critical illnesses.

Reward+ is our service that helps you design and implement a reward package to help you recruit, retain and reward your employees. We can implement group medical insurance, group life insurance, group income insurance, company pension schemes, and technology to help you deliver a fully engaging, flexible benefits programme.

Ensuring that the financial strategies of the company are sufficient to meet the personal financial goals of the shareholders and rewarding enough to meet the needs of its directors. Services include:

  • Tax Planning: Working with your accountants to coordinate salary, bonuses, dividends, pension contributions and tax-efficient investments.
  • Retirement Planning: Company exit and value realisation, savings and pension plans.
  • Insurance Planning: Tax efficient life and private medical insurance, critical illness insurance and income protection.

Guidance and advice to trustees who are individuals or entities entrusted with managing assets and making decision on behalf of others. Key aspect of our advice include:

  • Fiduciary Responsibility: Where trustees have the fiduciary duty to act in the best interests of the beneficiaries.
  • Asset Management Strategies: Development and implantation of asset management strategies tailored to the specific needs and objectives of the trust and its beneficiaries.

Bespoke investment planning for accumulating, growing, and preserving wealth.

As wealth increases, succession planning, investments, and taxation can becomce very complex, especially for business owners. We prioritise the preservation, growth, and legacy of your family’s wealth. At Raven Wealth, we understand that managing substantial assets and navigating multi-generational wealth requires a specialised approach.

Our experienced team and strategic partners offer bespoke solutions tailored to the unique needs and dynamics of your family.

Family Wealth Office Services:

Helping to create strategies that structure the wealth and assets of the family effectively and efficiently, sometimes using trusts and corporate structures.

 

Creating a family financial plan that encompasses budgeting, cash flow, retirement planning and other goals that help ensure the future of our clients.

 

Developing intragenerational investment strategies, selecting opportunities, and monitoring performance of portfolios. Focusing on long-term wealth and preservation and growth.

 

Assisting in developing estate plans to ensure the smooth transfer of wealth to future generations. Coordinating the team required for financial, legal and investment expertise, including working with existing legal and accounting advisers.

Providing the next generation with information and frameworks to support well-informed future decision-making.

Wealth Team

Raven brings together experienced professionals from multiple complementary disciplines to provide our clients with value-adding advice. Our team have experience on a global basis across all our service lines, aligned with a worldwide network and specialist domain knowledge.

Simon Thompson


Partner

Wealth

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Jeremy Stewart


Director

Wealth

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Natalie Stewart


Client Service Administrator

Wealth

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Simon Thompson


Partner

Wealth

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Jeremy Stewart


Director

Wealth

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Natalie Calder


Client Service Administrator

Wealth

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What we do

We provide a range of complementary services to support the full life cycle of company growth and wealth creation.

Corporate
Strategic
Review
Shareholder
Financial
Review
Strategic
Planning
International
Markets
M&A
Research
Business
Intelligence
Systems,
Strategy
& Reporting
Digital
Adoption
& Transformation
Value
Creation
M&A
Sell-Side
M&A
Buy-Side
Funding
& Investment
Private
Client
Financial Planning
Corporate
Financial
Planning
Family
Wealth Services

What we do

We provide a range of complementary services to support the full life cycle of company growth and wealth creation.

International
Markets
M&A
Research
Business
Intelligence
Systems, Strategy & Reporting
Digital Adoption & Transformation
Value
Creation
M&A
Sell-Side
M&A
Buy-Side
Funding &
Investment
Private Client Financial Planning
Corporate Financial
Planning
Family Wealth
Services
Corporate
Strategic Review
Shareholder
Financial Review
Strategic
Planning

A pension is a long-term investment. The fund value may fluctuate and can go down. Your eventual income may depend on the size of the fund at retirement, future interest rate and tax legislation.


The value of investments and income from them may go down. You may not get back the original amount invested.


A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage.


The Financial Conduct Authority does not regulate will writing, inheritance tax planning and most forms of buy to let mortgage.