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Raven Wealth Planning 
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Building Your Financial Legacy
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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.
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Our Services 
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Corporate Growth
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From investment governance to intergenerational planning, our family office services provide structure, oversight, and peace of mind. We support families with wealth preservation and strategic planning tailored to your values.
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Operations
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Key Person Protection
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We advise on the structuring and implementation of protection strategies, including key person insurance. Our solutions are designed to ensure business continuity, mitigate financial risk and support long-term succession planning.
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Corporate Finance
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Funding
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Helping business owners and investors utilise pensions schemes to support commercial activities. We provide guidance on using Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSASs) to fund business growth, acquire commercial property, or structure tax-efficient investments.
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Tax
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Tax
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Alongside our tax team, our private client specialists deliver strategic tax planning that safeguards wealth and ensures compliance. We advise business owners, executives, and high-net-worth individuals with multi-jurisdictional considerations and long-term goals.
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People
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Attract and retain top talent with a tailored benefits offering. We implement platform-delivered employee benefits packages that promote wellbeing, align with business objectives, and reflect the needs of today’s workforce.
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Shareholders
(Private Client)
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Identifying the lifetime income and capital requirements for shareholders, we optimise company and personal assets to achieve their financial objectives while maintaining compliance and liquidity.
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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.
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