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
Offering 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 clients’ investment needs. Regular two-way communication is actively encouraged and builds trust and familiarity at a personal level.
For more information regarding our Advisory Investment Service please contact our team in Peterborough by calling 01733 315155 or email [email protected]
Our discretionary service allows you to hand over the day-to-day management of your clients’ investment portfolio to our Investment Managers, who will monitor your clients’ holdings and make the investment decisions on their behalf.
In matching your clients’ portfolios to their individual objectives and personal risk tolerances, our Investment Managers will employ our proven core investment strategies to satisfy their requirements. Regular reporting and updates are designed to ensure that you are kept fully in the loop and briefed on the progress of your clients’ investments.
For more information regarding our Discretionary Investment Management Service please contact our team by calling 01733 315155 or email [email protected]
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
