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Weekly Market Recap

To AI or not to AI? That is the question…

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Three people talking at high table
Understanding platforms and selecting the right partner
Our new partnership with AJ Bell strengthens service delivery, improves efficiency and ensures clients benefit from clearer, more competitive pricing.
people analysing data in business meeting
Future proofing our business
We continue to grow our team and nurture talent to protect our culture and maintain the high quality service our clients expect.
people on colourful flooring
Citywire New Model Adviser Top 100 2025
Crowe Financial Planning UK is proud to be named a Citywire Top 100 firm for the third year running.
sprout coming out of soil in sunlight
Adapting to a changing landscape in Financial Services
Adapting to change, investing in tech, and staying independent — Crowe Financial Planning remains focused on your future and financial wellbeing.
Two women shaking hands
Elevation Client Feedback Survey
To help inform us on how to enhance the experience we deliver to our clients, we have introduced the Elevation Client Feedback Survey.
Group-of-people-looking-at-desk
Best Paraplanning Service - The 2025 Money Marketing Awards
We are delighted to announce that our Paraplanning Team has been shortlisted for the Best Paraplanning Service in the 2025 Money Marketing Awards.
People working on laptop
Enhancing Client Security: Introducing Mailock
To enhance the security, we have introduced Mailock, a secure email system that helps us to protect any sensitive data we share with you.
Group-of-people-clapping
Best Financial Advisers to work for 2025
For the second year in succession.
LOA
Letter of Authority
We explain the importance of a Letter of Authority, how it is used and some of the challenges that can be experienced.
two ladies working together
Women in Financial Advice Awards 2024
Crowe Financial Planning UK Limited shortlisted for the prestigious Women in Financial Advice Awards 2024.
Office building with gold reflection
Crowe’s Manchester office relocates
Crowe UK’s Manchester office has relocated to the 3rd Floor of the St George’s House building.
PP 2024 logo
Crowe Financial Planning UK Limited wins Paraplanner Team of the Year Award
Crowe Financial Planning UK Limited take home major award at the 2024 Professional Paraplanning Awards.
Three people talking at high table
Understanding platforms and selecting the right partner
Our new partnership with AJ Bell strengthens service delivery, improves efficiency and ensures clients benefit from clearer, more competitive pricing.
people analysing data in business meeting
Future proofing our business
We continue to grow our team and nurture talent to protect our culture and maintain the high quality service our clients expect.
people on colourful flooring
Citywire New Model Adviser Top 100 2025
Crowe Financial Planning UK is proud to be named a Citywire Top 100 firm for the third year running.
sprout coming out of soil in sunlight
Adapting to a changing landscape in Financial Services
Adapting to change, investing in tech, and staying independent — Crowe Financial Planning remains focused on your future and financial wellbeing.
Two women shaking hands
Elevation Client Feedback Survey
To help inform us on how to enhance the experience we deliver to our clients, we have introduced the Elevation Client Feedback Survey.
Group-of-people-looking-at-desk
Best Paraplanning Service - The 2025 Money Marketing Awards
We are delighted to announce that our Paraplanning Team has been shortlisted for the Best Paraplanning Service in the 2025 Money Marketing Awards.
People working on laptop
Enhancing Client Security: Introducing Mailock
To enhance the security, we have introduced Mailock, a secure email system that helps us to protect any sensitive data we share with you.
Group-of-people-clapping
Best Financial Advisers to work for 2025
For the second year in succession.
LOA
Letter of Authority
We explain the importance of a Letter of Authority, how it is used and some of the challenges that can be experienced.
two ladies working together
Women in Financial Advice Awards 2024
Crowe Financial Planning UK Limited shortlisted for the prestigious Women in Financial Advice Awards 2024.
Office building with gold reflection
Crowe’s Manchester office relocates
Crowe UK’s Manchester office has relocated to the 3rd Floor of the St George’s House building.
PP 2024 logo
Crowe Financial Planning UK Limited wins Paraplanner Team of the Year Award
Crowe Financial Planning UK Limited take home major award at the 2024 Professional Paraplanning Awards.