Office people sitting together

Our Financial Planning teams

Our award-winning team bring their expertise and personalisation to every client, giving you peace of mind and confidence.

Senior Management Team


Responsible for the overall running of Crowe Financial Planning UK Limited with oversight of our business strategy and adherence to regulatory requirements.

Phil Smithyes
Phil Smithyes
Managing DirectorReading
Chay Fox
Chay Fox
Operations Director, Financial PlanningReading
Miles Clarke
Miles Clarke
Director, Chartered Financial Planner
Julian Hanrahan
Julian Hanrahan
Director, Financial PlanningMaidstone
Zoe Hitchcock
Zoe Hitchcock
Head of ParaplanningMaidstone
Cammas MacCormick
Cammas MacCormick
Director, Compliance and Risk, Financial PlanningMaidstone
Jayne Tilbrook
Jayne Tilbrook
Transformation and Process Director, Financial PlanningReading
Tonya Fisher
Tonya Fisher
Strategic Relationship Senior ManagerReading

Financial Planning Team


With a combined industry experience of over 150 years, our Financial Planning Team are professionally qualified to provide fully independent financial planning advice to individuals, businesses, charities and Trusts.

Miles Clarke
Miles Clarke
Director, Chartered Financial Planner
Alex Grimes
Alex Grimes
Financial Planning ConsultantLondon
Aron Gunningham
Aron Gunningham
Senior Financial Planning ConsultantCheltenham
Julian Hanrahan
Julian Hanrahan
Director, Financial PlanningMaidstone
Chris Maguire
Chris Maguire
Senior Financial Planning ConsultantReading
Phil Smithyes
Phil Smithyes
Managing DirectorReading
John Spencer
John Spencer
Senior Financial Planning ConsultantBirmingham
Dharmesh Upadhyaya
Dharmesh Upadhyaya
Senior Financial Planning ConsultantLondon
Nasiba Vaiya
Nasiba Vaiya
Senior Financial Planning ConsultantLondon
James Coldwell
James Coldwell
Associate Consultant
Katie Burgess
Katie Burgess
Associate Consultant

Support Teams


Our Support Teams are key in providing the backbone of the high level of service which is the hallmark of Crowe Financial Planning UK Limited. They are responsible for managing the day-to-day administration, technical research and the delivery of suitability and review reports.

Mia Bleach
Mia Bleach
Client Support Manager
Jess Biggs
Jess Biggs
Client Support Coordinator
Julia Brooks
Julia Brooks
Financial Planning Support Coordinator
Tom Brooks
Tom Brooks
Associate Consultant
Jessie Mahoney
Jessie Bull
Senior Paraplanner, Chartered
Laura Clark
Laura Clark
Senior Paraplanner
Kate Evans
Kate Evans
Financial Planning Support Coordinator
Claire Garside
Claire Garside
Financial Planning Support Lead
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Ange Gamble
Senior Client Support Coordinator
Shariq Imran
Shariq Imran
Financial Planning Support Administrator
Danielle McLeod at Crowe Financial Planning
Danielle Mcleod
Transformation and Process Lead
Lucy Raines
Lucy Raines
Senior Client Support Coordinator
Jack Savage
Jack Savage
Trainee Paraplanner
Dawn Simmonds
Dawn Simmonds
Senior Client Support Coordinator
Julie Smith
Julie Smith
Senior Client Support Coordinator
Claire Wilson
Claire Wilson
Client Support Coordinator