Specialist financial planning you can trust
For professional advisors working with complex cases.
We are a trusted partner to solicitors, accountants, and specialist advisors, delivering coordinated advice that protects, preserves, and grows client wealth while reducing risk and administrative burden for your firm.
Our partnership model
Working collaboratively with solicitors, accountants and specialist advisors to deliver clear, coordinated financial planning that supports informed legal and professional decision‑making. Our role is to complement your expertise, not replace it, ensuring clients receive seamless, consistent advice across all stages of their journey.
Our structured partnership model is designed to give you confidence, clarity and a smooth working process. We ensure advice is aligned, well-timed and clearly documented so matters can progress efficiently.
With client consent, we share clear written financial analysis, work to agreed deadlines, maintain open communication and provide transparency around assumptions, risks and long‑term implications.
How we work with you
Engagement structure
- Referral and co‑advice models, including joint working approach.
- Clear division of responsibilities.
- Defined scope of work for each party.
Service standards and timelines
- Agreed SLAs and structured case updates.
- Experience working to court, mediation or transaction timelines.
- Coordinated communication with your team.
Onboarding
- Simple referral process.
- Straightforward client onboarding with clear next steps.
- Dedicated point of contact throughout.
Information sharing
- Clear written financial analysis.
- Sharing assumptions, risks and long‑term implications.
- Open communication to ensure consistent and appropriate advice.
With client consent
Reporting
- Structured updates throughout the case.
- Documented financial analysis to support negotiations, mediation or court proceedings.
- Reporting aligned to agreed objectives and key decision points.
Remuneration and fees
- Transparent charging structure.
- Clear explanation of fees for both clients and professional partners.
- Fees agreed upfront with clarity and transparency.
Services
Advice, specialist support, coordinated planning and implementation
Family law support
Pension sharing analysis, expert witness input, and cashflow modelling to evidence settlement options, followed by post-settlement implementation. Clear, time-sensitive financial analysis supports solicitors and complements legal proceedings.
Family law support
Private client and probate
Guidance on Inheritance Tax optimisation, BR/AIM-based strategies, succession planning, and wider family wealth preservation. We also support executors and beneficiaries through probate-related financial decisions.
Private client and probate
Trust planning
A common referral area. We help clients and trustees navigate trust structures, planning considerations, beneficiary outcomes and long-term financial implications, working alongside legal advisors as required.
Trust planning
Owner-managed business clients
Business owners' protection (key person/shareholder cover), director retirement planning, and financial planning connected to corporate restructures, valuations, and tax considerations. This includes close coordination with corporate tax teams and legal advisors where appropriate.
Owner-managed business clients
Business exit and sale proceeds planning
Client support preparing for, or following, a business sale or liquidity event. This includes scenario modelling, retirement planning, investment strategy, and planning around lifestyle changes, gifting and long-term financial security.
Business exit and sale proceeds planning
Wealth preservation and inheritance-related planning
Client guidance for those who are due to receive or have received an inheritance or large cash influx, helping them make well-informed decisions around tax, investment structures and long-term planning.
Wealth preservation and inheritance-related planning
Tax-efficient strategies for high earning accumulators
Planning for those with complex income profiles, including pension allowances, investment structuring, and long-term accumulation modelling.
Tax-efficient strategies for high earning accumulators
Protection strategies
Personal and business protection planning, including life cover, income protection and critical illness cover, ensuring families and businesses are safeguarded against unexpected events.
Protection strategies
Later life planning
Emerging vulnerability, retirement income sustainability, affordability analysis, care and funding considerations, and planning around loss of capacity. Delivered in coordination with legal advisors, attorneys and families to support robust financial decisions.
Later life planning
Cashflow forecasting: Informed decisions at every stage
Our cashflow forecasting service helps you and your clients visualise different scenarios, from divorce settlements to retirement planning.
This supports confident decision-making and helps clients understand the long-term impact of their choices.
A structured approach to financial planning
A straightforward, well-managed financial planning process brings clarity and structure to every stage.
Your relationship with our financial consultants
At Crowe Financial Planning, you will work with a dedicated consultant who takes the time to understand your circumstances, goals and priorities. They are supported by a wider team of specialists, ensuring you benefit from a consistent and comprehensive approach to financial planning and wealth management.
Our client feedback
Our client’s views and experiences are at the heart of our commitment to deliver a first-class service and we are committed to continuously improving the services we provide to our clients.
Refer a client confidentially
Professional standards and reassurance
Professional referrers need confidence that advice is robust, compliant and well documented. We provide:
- FCA regulation and an evidence‑based approach
- independent, whole‑of‑market advice
- clear documentation, including suitability reports where appropriate
- strong record-keeping and a reliable audit trail
- experience supporting clients with complex family structures and multi‑party arrangements.
Stay informed: Prosperity Post
Prosperity Post, our bi-annual newsletter keeps you ahead with collaborative articles, case studies, and the latest regulatory insights. Receive updates on cashflow scenarios, industry recognition, and our main technical articles straight to your inbox.
Cashflow planning shows whether your income and assets can support your future goals.
The April 2027 pension and inheritance tax changes introduce key estate planning considerations.
Why pensions matter in divorce, and the key considerations for reaching a fair long-term financial settlement.
Cashflow planning shows whether your income and assets can support your future goals.
The April 2027 pension and inheritance tax changes introduce key estate planning considerations.
Why pensions matter in divorce, and the key considerations for reaching a fair long-term financial settlement.
Meet our Crowe Financial Planning team
Our Financial Planning teams are based across our offices in Cheltenham, Kent, London, Manchester, Midlands and Thames Valley.
Get in touch
Call, email, sign up for our newsletter, or complete our contact us form to arrange a confidential consultation.
Stay informed with Prosperity Post
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