About us
Our clients don't care what we know until they know that we care.
Our advice is all about you and your objectives; not about us and what we do.
Since our inception, we have grown to a team of over 30 professionals with a presence across the UK and built our reputation that has been recognised at both local and national levels.
Crowe Financial Planning UK Limited began trading in 1997 with the aim of providing independent, unbiased financial planning solutions for individuals and families who want to protect what they have built, make confident decisions and shape the future they envision with a team of professionally qualified advisors.
Who we work with
Individuals and families approaching retirement or already enjoying it, business owners, and those with more complex financial affairs who value thoughtful, joined-up advice and lasting peace of mind.
We also work seamlessly alongside accountants, lawyers and other trusted advisors to help ensure every aspect of the financial planning is aligned, joined up and focused on the right outcome.
Why choose Crowe Financial Planning
A key factor to our success is our drive to develop long-standing relationships established on trust. Financial planning can have such a positive impact on our clients’ lives and provides a focus on how they can manage their finances:
What sets us apart
Every financial plan starts with a clear understanding of where you are today, what matters most to you and the future you want to build. From there, a tailored financial planning strategy is shaped to support your ambitions and evolve as life and circumstances change.
The aim is to help you make informed decisions with confidence, with their extensive experience in financial services, our team will guide you through the complexities of financial legislation and regulation to build a plan to help you achieve your future goals and aspirations.
Our assurance
Crowe Financial Planning UK Limited is regulated by the Financial Conduct Authority, giving you assurance of our service quality. We are also part of a leading national audit, tax, advisory and consulting firm, Crowe UK, which is a member of Crowe Global, one of the top 10 largest accounting networks in the world. Our links to Crowe UK and Crowe Global enable us to draw upon their wider knowledge and experience when planning your financial affairs.
As a professional practice, we charge for our advice and are therefore not dependent on product sales or third-party inducements. Your first meeting with us is held at our cost and we will always fully disclose and agree our fees with you before we commence any work on your behalf.
Our client feedback
Our 800-plus clients really value the advice and service we deliver, and this is reflected in their loyalty to our business and their feedback.
However, we are continually seeking ways to improve and evolve our client service proposition to deliver the best outcomes for our clients.
This can be seen in the results from our ElevationClient Feedback survey, powered by the No. 1 advisor review site VouchedFor, together with the industry awards recognition we have received for delivering comprehensive, client-focused financial planning as well as creating an environment for our team to flourish and further their careers with us.
Glossary of terms
View our Glossary of Terms to help decipher the jargon used in Financial Services.
How we work with you, and the journey we take together
Contact us
Let us know your enquiry and we’ll be in touch.