Raven Wealth Planning Ltd
Reference number: 990075
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
The Metro Building, 6-9 Donegall Square South, Belfast, BT1 5JA, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When ravengroup.global first appeared online, and whether it can receive email
- What kind of line 028 9099 2747 is
- Who else gives the postcode BT1 5JA
Other names (4)
If you were contacted under any of these names, it is this firm.
- Raven Wealth Trading name: A name it trades under now.
- Catalyst Financial Planning Ltd. Former name: A name it was registered under before.
- Catalyst for Business Former trading name: A name it used to trade under.
- Catalyst Mortgages Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (13 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- NI652100 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 3 April 2018 (8 years old)
- Registered office
- Old Bank House 161-163 Upper Lisburn Road, Finaghy, Belfast, BT10 0LJ, Northern Ireland
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jeremy Paul Stewart | Director | May 1957 | 3 Apr 2018 | 4 other companies |
| Simon James Thompson | Director | May 1984 | 3 Apr 2018 | 3 other companies |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 7
- closed down
- 5
- still active
- 2
In the full report: all 7 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£144k
+172% from £53.1k
Cash at bank
£25.4k
No earlier figure to compare
Employees (average)
4
Up 4 from 0
Owed within a year
£31.4k
+459% from £5,611
Net assets
In the full report: all 7 years of accounts
- Every year from 2019 to 2025
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company NI652100. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Raven Wealth Planning’s history from the FCA register and Companies House, newest first.
2024
1 April 2024
- Jeremy Paul Stewart stopped being a part-owner
- Raven Capital Holdings Ltd took control (75–100% of shares)
- Simon James Thompson stopped being the majority owner
Companies House
26 March 2024
- Changed its registered name from "Catalyst Financial Planning Ltd."
FCA register
2023
29 September 2023
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2018
3 April 2018
- Incorporated at Companies House
- Jeremy Paul Stewart became a part-owner (25–50% of shares)
- Simon James Thompson became the majority owner (50–75% of shares)
Companies House
In the full report: all 18 events
- All 18 events in its history (9 shown here)
- Every director appointment and resignation: 2
Firms connected to Raven Wealth Planning
Other FCA-listed firms that share a director, phone number or address with Raven Wealth Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- no longer authorised
- 1
- share its postcode
- 1
In the full report: the connected firm, named
- How it is linked: the same postcode (1)
- Who links it to this firm: the named directors, with dates
Firms like Raven Wealth Planning
Other firms of the same type (financial adviser), nearest first.
In Belfast
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Raven Wealth Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 7 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 18 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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What do Raven Wealth Planning’s latest accounts show?
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk