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Advisory Investment Service

Build your portfolio to suit your investment needs

Regular two-way communication

Investment advice tailored to you 

Use our extensive market knowledge and experience

Everyone is different … we understand that. Whilst all of our services are designed to be flexible and customisable around your personal aims and requirements, our advisory service is perhaps the most bespoke of all.

As a gateway to our offerings, our advisory service allows you to take advantage of what we do across our business. Our experienced team is dedicated to helping you build a unique portfolio that suits your investment needs.

We provide you with the investment advice to make informed decisions on your portfolio taking into account suitability and risk, allowing you to stay in control and retain ongoing responsibility for your investments. In a world where service is moving towards one-size fits all, we are striving for the opposite.

Regular two-way communication is actively encouraged and builds trust and familiarity at a personal level. The development of these relationships is of paramount importance to Ravenscroft.

Personal advice from a knowledgeable and proactive team

The advisory team has considerable market knowledge and is proactive at communicating ideas as they arise. This involves sharing our thoughts on both the buy and sell side as well as introducing you to new issues and placings through our network of global contacts. We are never short of ideas or opportunities.

Meet our team

Richard

Allen

–

Investment Manager

Mandy

Foster

–

Senior Compliance Manager & Deputy MLRO, Ravenscroft (UK)

Jo

Gidney

–

Administrator / HR Assistant

Nicole

Groucott

–

Secretary

Rachael

Hornby

–

Compliance Manager (SFM 16/17)

Michael

Kenyon

–

Director, Ravenscroft (UK)

William

Lynne

–

Investment Manager

Sam

Niblock

–

Investment Support Executive

Mark

Puleikis

–

Chief Executive Officer

Adam

Smith

–

Investment Support Executive

Andrew

Vartan

–

Managing Director, Ravenscroft (UK)

Complaints | Privacy and Cookies Policy | MIFIDPRU Disclosures

Our website offers information about investing and saving; this is not personal advice. If you’re not sure which investments are right for you, please seek advice from a financial services professional. If you decide to invest please remember that investment involves risk; investments and the income derived from them can go up and down in value, so you could get back less than you put in. Past performance is not a reliable indicator of future performance and may not be repeated.

Contact Us

Telephone Peterborough: 01733 315155

E-mail: [email protected]

Ravenscroft Investments (UK) Limited is a private limited company and is registered in England and Wales with registered number: 07394226 and is authorised and regulated by the Financial Conduct Authority. Registered office is The Singing Men’s Chambers, 19 Minster Precincts, Peterborough, United Kingdom, PE1 1XX. Ravenscroft (Bishops Stortford) Limited is a private limited company and is registered in England and Wales with registered number: 11927040. Registered office is The Singing Men’s Chambers, 19 Minster Precincts, Peterborough, United Kingdom, PE1 1XX.

Please be aware that as a part of the Titan Wealth Group, Ravenscroft Investments (UK) Limited will invest in funds which are managed by other Titan Wealth group entities, or by connected third parties, known as ‘in house funds’.  Please note that when selecting such funds for investment, in house funds are subject to the same levels of initial and ongoing due diligence and monitoring as any other externally managed funds selected for investment.  The benefits of investing into in house funds include having greater access to fund information and monitoring of the underlying investments. We will only invest in in-house funds when we believe it is suitable for our clients.

Titan Wealth Holdings Ltd has its registered office at: PO Box 24, Forum 4, Grenville Street, St Helier, Jersey JE4 8TQ and is registered under company number 132723. Please refer to www.titanwh.com for relevant privacy policies.

Ravenscroft Investments (UK) Limited and Ravenscroft (Bishops Stortford) Limited are wholly owned entities of Titan Wealth Holdings Ltd and are part of the Titan Wealth Group. Titan Wealth Holdings Ltd has its registered office at: PO Box 24, Forum 4, Grenville Street, St Helier, Jersey JE4 8TQ and is registered under company number 132723. Please refer to www.titanwh.com for relevant privacy policies. 

© Ravenscroft UK