Intermediaries

Investment Solution 
Simple, Liquid, Transparent

Investment Philosophy 
Bottom up, Long-term, Client focused, Thematic, Valuation Driven

Investment Team 
Experienced, Invested, Client focused

We work with a range of professional financial intermediaries including IFAs, lawyers and accountants.

Our focus is on providing a service that best suits the needs of your individual clients or the organisations you represent.

Your Ravenscroft investment manager will construct and manage a portfolio of investments which reflects your client’s attitude to risk and long-term needs for both income and capital growth or capital preservation.

For Financial Advisers: We work closely with you to offer access to our investment proposition. As an Adviser you will be responsible for assessing which strategy is right for your clients’ situation and financial objectives. We will ensure that you are kept informed of our most up to date views and changes to our portfolios through regular communications and access to our investment managers.

Our Core Services

We provide regular market commentaries which are relevant to the day-to-day management of your client portfolios to allow you to keep informed about their investments.

Personal advice from a knowledgeable and proactive team

Being part of the local community means daily contact and accountability to clients, as we could meet them at any time; by the school gate, in the supermarket queue or out in a local pub or restaurant. In the same way as you as financial advisers can interact with your clients.

This in-turn dictates the language with which we engage with our clients; in other words in clear, simple and transparent language that our clients can understand.

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)