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Crowe Financial Planning UK Limited

Financial planning for life's important decisions

Supporting individuals, families and business owners with pensions, investments, and tax-efficient financial planning.

Planning, protecting, and growing your wealth

Since 1997, Crowe Financial Planning UK has helped clients navigate important financial decisions through independent financial advice and planning.

Working with individuals, families and business owners, our professionally qualified advisors provide carefully researched recommendations from across the whole of the market, helping to ensure solutions are aligned to individual circumstances and goals.

Our approach has been recognised through a range of industry awards, reflecting our commitment to delivering high-quality, client-focused advice and service.

We take a long-term approach to financial planning, building trusted relationships and providing the standards of advice and support our clients value. Crowe Financial Planning UK Limited is authorised and regulated by the Financial Conduct Authority.

"Financial planning can play an important role in helping people make sense of complex financial decisions. By bringing pensions, investments and tax-efficient planning together, we provide the guidance, perspective and support that helps clients plan for the future with greater clarity."

Phil Smithyes, Managing Director
Crowe Financial Planning (UK) Limited

How we can help

Supporting you at every stage of your financial journey

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Grow and protect your wealth

Build an investment strategy aligned to your goals, helping your wealth grow steadily while adapting to changes in your life.

Prepare for the future

Gain clear guidance on your retirement options, so you understand when you can retire and how to support your plans.

Build and manage your income

Organise your pensions and investments to provide a reliable income, giving you confidence in your long-term financial security.

Preserve and pass on your wealth

Put plans in place to pass on your wealth and preserve more of your estate for future generations

Services

Specialist financial advice shaped around your goals

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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.

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Financial planning and strategy

Bring together your income, assets and goals into a clear financial planning strategy designed to support confident long-term decisions.

Explore our financial planning services

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Investment and wealth management

Build and manage diversified investment portfolios designed to grow your wealth steadily while balancing risk over the long term.

Explore our investment and wealth solutions

Retirement and pensions planning

Understand when you can retire and how to use your pensions to create a sustainable income for later life.

Explore our retirement and pensions advice

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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.

Explore our estate planning services

Protection, insurance and risk planning

Put safeguards in place to protect your income, family and business against unexpected events and changing financial circumstances.

Explore our personal protection solutions

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Business and personal advisory

Receive joined-up financial advice that supports business owners, families and individuals through complex decisions and life events.

Explore our business advice

Financial planning for professional advisors and their clients

Find out how we work with Professional Advisors

Testimonials

What our clients say

Our clients trust us to provide clear, consistent advice that supports confident decisions over time.

Pension support

"A note of sincere thanks for your extraordinary support over the last decades, also for your wise advice and counsel and efficiency, always.

Although my pension plan did not work out as originally envisaged, it has proved to be a lifesaver when my business experienced difficult times, so I could not be more grateful to you for establishing this SIPP account in the first place.

Your team have been truly superb sorting out the closure and I was especially appreciative of their responsiveness and keeping me in touch.

Once again, thank you more than I can say for the truly fantastic support you have given me over the years."

Exceptional client care

"You wrote to me in September, introducing me to Chris Maguire. You promised that “…we will continue to provide the same level of advice, service and client care that you have received to date…”. I am pleased to say that, after dealing with Chris over the past few months, you have far exceeded that promise.

Chris has provided an excellent level of advice, shows excellent technical knowledge and is always a pleasure to deal with.

You mentioned how under pressure your team had been dealing with the tax-free cash rush in advance of the autumn budget. You would never have known it from the way Chris dealt with us during that period. He was super."

Staying on track

"Initially Dharmesh did a great job of assessing our existing investment position and working with us to ascertain our goals and appetite for risk. He identified a suitable fund provider which gave us lower management costs than our previous providers and closely fitted our preferences around the mix of passive and active investment and risk profile.

Our annual reviews have been really helpful in making sure that we stay on track to meet our goals for future financial security."

Understanding what matters most

"Phil and I have established a friendship and a close working relationship. He fully understands my concerns and needs. This includes not only income and capital growth during my retirement but also my personal circumstances in relation to my life and family.

His advice has been absolutely invaluable to me and I cannot praise him highly enough."