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Katie Burgess receives Highly Commended recognition at the Professional Paraplanner Awards 2026.
We are delighted to announce that our Paraplanning Team has been shortlisted for the Best Paraplanning Service in the 2026 Money Marketing Awards.
Our new client portal is launching soon, replacing the current system to support our ongoing digital investment and client feedback.
Top Rated: Our consultants named in the VouchedFor 2026 Adviser Guide.
Crowe Financial Planning UK Limited was named as one of the 2026 Best Financial Advisers to Work For by Professional Adviser.
Our regular review process is evolving to give you clearer information and more meaningful review discussions.
Our new partnership with AJ Bell strengthens service delivery, improves efficiency and ensures clients benefit from clearer, more competitive pricing.
We continue to grow our team and nurture talent to protect our culture and maintain the high quality service our clients expect.
Crowe Financial Planning UK is proud to be named a Citywire Top 100 firm for the third year running.
Adapting to change, investing in tech, and staying independent — Crowe Financial Planning remains focused on your future and financial wellbeing.
To help inform us on how to enhance the experience we deliver to our clients, we have introduced the Elevation Client Feedback Survey.
To enhance the security, we have introduced Mailock, a secure email system that helps us to protect any sensitive data we share with you.
Katie Burgess receives Highly Commended recognition at the Professional Paraplanner Awards 2026.
We are delighted to announce that our Paraplanning Team has been shortlisted for the Best Paraplanning Service in the 2026 Money Marketing Awards.
Our new client portal is launching soon, replacing the current system to support our ongoing digital investment and client feedback.
Top Rated: Our consultants named in the VouchedFor 2026 Adviser Guide.
Crowe Financial Planning UK Limited was named as one of the 2026 Best Financial Advisers to Work For by Professional Adviser.
Our regular review process is evolving to give you clearer information and more meaningful review discussions.
Our new partnership with AJ Bell strengthens service delivery, improves efficiency and ensures clients benefit from clearer, more competitive pricing.
We continue to grow our team and nurture talent to protect our culture and maintain the high quality service our clients expect.
Crowe Financial Planning UK is proud to be named a Citywire Top 100 firm for the third year running.
Adapting to change, investing in tech, and staying independent — Crowe Financial Planning remains focused on your future and financial wellbeing.
To help inform us on how to enhance the experience we deliver to our clients, we have introduced the Elevation Client Feedback Survey.
To enhance the security, we have introduced Mailock, a secure email system that helps us to protect any sensitive data we share with you.