Crowe recognised in Chambers High Net Worth Guide

Crowe’s Private Clients and Financial Planning team have been recognised as one of the top recommended advisors in the 2019 Chambers High Net Worth Guide. This marks the third consecutive year that the Private Clients team has been included in the guide and the first year for the Financial Planning team.

The guide, specifically aimed at the internationally mobile high net worth private wealth market, provides information and reference material for wealthy individuals looking for professional advice and recognises those firms which excel in providing these services.

The National Private Clients team were specifically praised for:

“a good offering for HNWIs dealing with international and UK matters."

Individual partners were also cited by name for their specialist knowledge of the market and their understanding of their clients’ needs.

The National Financial Planning team were commended for their:

“sensible advice which is designed to maximise the benefit for their clients” and for being “extremely competent but also empathetic and ‘human’.”

Crowe’s National Private Clients and Financial Planning teams look after the financial affairs of some of the most successful high net worth individuals and families in the UK. They provide a range of services, designed to maximise and protect wealth for individuals and their families into retirement and for future generations.

In these uncertain times, both in the UK and abroad, clients are facing an unprecedented number of challenges and are continually looking to their advisors for reassurance. At Crowe, we want our clients to be confident in our ability to help them navigate the opportunities and challenges this unique climate is presenting. We aim to stay one step ahead of the latest developments across the globe to ensure that the advice we provide remains of the highest standard. Therefore, I am delighted that our team has been recognised by our clients and peers for our dedication to helping our clients succeed both now and in the future.

Tom Elliott

National Head of Private Clients

It is particularly pleasing for the firm to be included in such a prestigious publication. In a climate of continued political uncertainty and economic challenges, the need for experienced and pragmatic advice has never been greater. At Crowe we remain committed to providing outstanding service in supporting our clients to realise their aspirations and objectives. Our mantra of ‘our clients don’t care what we know, until they know that we care’ is pivotal to building trusted and long-lasting relationships between client and advisor, as evidenced by the endorsements in the Chambers High Net Worth guide.

Phil Smithyes

National Head of Financial Planning

Important Notes

Crowe Financial Planning UK Limited is regulated by the Financial Conduct Authority (‘FCA’) in the United Kingdom. The FCA does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The value of any investments made can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Some investment and planning solutions may not be suitable for all investors and so investments should only be made if you understand the nature of and risks inherent in any such investments and if they meet your circumstances, needs, objectives and risk tolerance and capacity.

The information contained in the communication is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

If you would like to discuss any aspects of this communication, please speak to Phil Smithyes, in the first instance.

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