Manchester-office
Crowe Financial Planning UK

Manchester

Financial planning in Manchester, Cheshire and the North West, helping clients make informed decisions as life and priorities change.
Call today to discuss your needs and start planning with confidence.
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Manchester, Cheshire and the wider North West have a varied and growing economy, shaped by entrepreneurs, business owners, senior professionals and families building wealth in different ways


From Manchester’s commercial and professional centre to the surrounding towns and communities across Cheshire, clients’ financial decisions are often shaped by career progression, business growth, property, investments and changing family priorities.

For some, this may mean making the most of income, bonuses or business profits while planning for the future. For others, it may involve preparing for retirement, reviewing investments, supporting children or grandchildren, or considering how wealth can be used to provide flexibility in later life. These decisions are often personal and can involve balancing opportunities today with long-term security for themselves and their families.

Our Manchester-based Financial Planning team supports clients across Cheshire and the wider North West, while also working closely with colleagues and clients across our other locations. We bring regional understanding together with the knowledge and continuity of a connected wider team, helping clients make informed choices as their circumstances and priorities evolve.

Manchester office team


Julia Brooks
Julia Brooks
Financial Planning Support Coordinator
Laura Clark
Laura Clark
Senior Paraplanner
Ange-Gamble-WHTBKGND
Ange Gamble
Senior Client Support Coordinator
Claire Garside
Claire Garside
Financial Planning Support Lead
Shariq Imran
Shariq Imran
Financial Planning Support Administrator

Find us at

3rd floor
St George’s House
56 Peter Street
Manchester
M2 3NQ, UK

A glance at our office


Our latest insights and news

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A country path
Which retirement pot should you use first?
When it comes to drawing an income in retirement, the order you use your pension, ISA, investments and cash savings can make a significant difference.
older couple in the park
Death Benefit Nominations on Pensions
It is important to consider death benefit designations in your financial plan. Learn why they are invaluable to your situation.
Bare Trusts
Bare Trust vs. Discretionary Trust: Where to place your Discounted Gift Trust
We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.
A country path
Which retirement pot should you use first?
When it comes to drawing an income in retirement, the order you use your pension, ISA, investments and cash savings can make a significant difference.
older couple in the park
Death Benefit Nominations on Pensions
It is important to consider death benefit designations in your financial plan. Learn why they are invaluable to your situation.
Bare Trusts
Bare Trust vs. Discretionary Trust: Where to place your Discounted Gift Trust
We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.

Sustainability at Crowe Financial Planning 


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Environmental responsibility
Protecting the environment and contributing to a positive, sustainable impact for people and the planet remains a key priority.
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Supporting communities
Recognising our responsibility to communities and using our skills to help solve problems and maintain their financial health.
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Advancing social mobility
Promoting opportunities based on ability rather than background supports a fairer and more inclusive society.
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Equality, Diversity and Inclusion
Creating a diverse and inclusive workplace ensures everyone is valued, respected and able to reach their full potential.