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.
It is really important to understand exactly what you have, and how that asset can be used to support you in reaching your goals.
Taking simple steps, using tried and tested planning techniques, will help you to make the best use of your hard-earned wealth.
Most prospective clients will come to us with a specific problem relating to a pension or investment, without necessarily understanding what they have, where their monies are invested, how they are taxed and, most importantly, the role they play within their financial plan. Whether you have cash reserves, investment property, ISAs, pension funds or investment funds (or a combination of these), each asset has differing levels of risk and can be taxed differently.
Ultimately, they will each have a role to play and are interlinked when it comes to devising your plan.
Taking time to understand what your priorities are and what you are seeking to achieve, are pivotal when it comes to devising the strategy for your planning. For most people we meet the main focus is on paying down mortgage debt and ensuring that they have sufficient assets from which an income can be generated which would meet their desired standard of living when they come to retire.
Understanding what you are seeking to achieve is important as it provides a focal point around which we can structure your plan. However, building in flexibility and reviewing your planning regularly is the key to success so that you can adapt your planning to meet any changes in your personal circumstances, economic conditions, and tax rates.
Your financial planner works for and alongside you in helping to make smart decisions that will deliver lasting value, giving you the best chance of achieving a good outcome that enables you to achieve your objectives.
View our Glossary of Terms to help decipher the jargon used in Financial Services
Our team
Helping secure your future financial objectives
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.
Client Listening Programme
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 latest results from our biennial Client Listening Programme and the industry awards we have received. As the Managing Director, I am incredibly proud of my team who have shown a commitment to the growth of the business and a passion for delivering outstanding client service. The whole team is engaged with our mission to become the number one provider of independent financial planning advice in the UK.
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 enables 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.
How we work with you, and the journey we take together
Contact us
Let us know your enquiry and we’ll be in touch.