Financial planning for life's important decisions
Supporting individuals, families and business owners with pensions, investments, and tax-efficient financial planning.
Crowe Financial Planning UK Limited
Your financial goals are personal. Your financial advice should be too.
Crowe Financial Planning UK has provided independent financial advice and planning since 1997, helping individuals, families and business owners navigate important decisions.
Our professionally qualified financial advisors provide carefully researched recommendations from across the whole of the market. This independent approach helps ensure the solutions we recommend reflect your individual needs and financial objectives.
Our commitment to high-quality financial advice and client-focused service has been recognised through a range of industry awards.
We build trusted, long-term relationships, providing ongoing financial planning advice and support as your circumstances and priorities change.
"Financial planning is not just about managing wealth, but understanding your goals and bringing pensions, investments and tax together to support better decisions over the long-term."
Phil Smithyes, Managing Director
Crowe Financial Planning (UK) Limited
Crowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority.
Services
Specialist financial advice shaped around your goals
Our team of specialist consultants offer financial planning and wealth management services to clients across the UK, supporting individuals, families and business owners with pensions, investments and tax-efficient financial planning. With a national presence across Cheltenham, London, Maidstone, Manchester, Midlands, and Reading, we deliver independent financial advice tailored to your goals.
Financial planning and strategy
Bring together your income, assets and goals into a clear financial planning strategy designed to support confident long-term decisions.
Investment and wealth management
Build and manage diversified investment portfolios designed to grow your wealth steadily while balancing risk over the long term.
Retirement and pensions planning
Understand when you can retire and how to use your pensions to create a sustainable income for later life.
Estate, legacy and tax planning
Structure your finances to preserve your estate, manage tax efficiently and pass on your wealth in line with your wishes.
Protection, insurance and risk planning
Put safeguards in place to protect your income, family and business against unexpected events and changing financial circumstances.
Business and personal advisory
Receive joined-up financial advice that supports business owners, families and individuals through complex decisions and life events.
Financial planning for professional advisors and their clients
How we can help
Supporting you at every stage of your financial journey
Testimonials
What our clients say
Our clients trust us to provide clear, consistent advice that supports confident decisions over time.
Market developments and updates
Digital Monthly Newsletter
On The Pulse
Sharing specialist insights on topics including tax planning, tax-efficient investments, later-life and estate planning, long-term care, pensions, divorce and separation, business and personal protection and employee benefits.
Bi-annual Newsletter
Prosperity PostÂ
Helping professional advisors and partners stay informed on key financial planning considerations. Bringing together practical ideas and perspectives to support better outcomes for clients and stronger professional relationships.
Weekly Market Recap
When fast is not fast enough
AI advances continue at pace, but high valuations, rising investment costs and tougher funding conditions are testing investor confidence, reinforcing the importance of diversified portfolios.
Award-winning financial planning
At Crowe Financial Planning, we are proud to be recognised for delivering high-quality financial planning and independent advice, helping clients achieve their long-term goals with clarity and certainty.
