Reading
Financial planning across the Thames Valley, with personal advice and ongoing support from one of our largest established teams.
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Crowe Financial Planning UK
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Financial planning that brings clarity to complex decisions, helping clients across our locations plan with confidence for their future, family and long-term wealth.
Reading is home to our registered office and one of our largest financial planning teams. From here, our financial planning consultants, technical specialists and colleagues work together to support clients across the region and across all our other locations.
This means clients benefit not only from personal advice, but also from the wider experience, continuity and day-to-day support of a well-established team.Many of the individuals and families we work with in Reading and across the Thames Valley are making decisions shaped by successful careers, business interests, property, investments and changing family priorities. For some, this may involve planning around salary, bonuses or incentive-based income; for others, it may mean preparing for retirement, supporting children or grandchildren, or bringing together different aspects of their financial life in a more structured way.
Our team in Reading takes a considered and personal approach, helping clients make informed decisions that reflect their circumstances, goals and the people who matter to them. With our main client support hub based here, we provide ongoing support across all our locations, helping to ensure clients receive consistent support as their needs develop over time.
Reading office team
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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.
It is important to consider death benefit designations in your financial plan. Learn why they are invaluable to your situation.
We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.
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.
It is important to consider death benefit designations in your financial plan. Learn why they are invaluable to your situation.
We look at where to place your Discounted Gift Trust comparing Discretionary vs. Bare Trusts.
Sustainability at Crowe Financial Planning
Environmental responsibility
Protecting the environment and contributing to a positive, sustainable impact for people and the planet remains a key priority.
Supporting communities
Recognising our responsibility to communities and using our skills to help solve problems and maintain their financial health.
Advancing social mobility
Promoting opportunities based on ability rather than background supports a fairer and more inclusive society.
Equality, Diversity and Inclusion
Creating a diverse and inclusive workplace ensures everyone is valued, respected and able to reach their full potential.