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 2020 Chambers High Net Worth Guide. This marks the fourth consecutive year that the Private Clients team has been included in the guide and the second consecutive 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:

"giving practical, holistic advice and are sensitive to family dynamics during the planning process and in the end result. They manage to simplify complex structures for the client and don’t let the tax situation take precedence over the business reality."

The National Financial Planning team were commended for their:

“wide coverage of services; from an international point of view they have always done a good job for our clients."

Individuals in each team were also cited by name for their specialist knowledge of the market and their understanding of their clients’ needs.

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.

It is a credit to our team that the excellent work they have done for our clients, particularly in these challenging times as been recognised once again. As we look forward there are likely to be more hurdles to face and we are committed to supporting our clients every step of the way. Collaboration with our peers is more important than ever and I am delighted that we have been recognised as trusted advisers by those we work with. We incorporate our values; we share, we care, we invest, we grow in to everything we do for our clients and our people and I am proud to lead a team that will continue to deliver quality advice and client care as we move forward.

Rebecca Durrant

National Head of Private Clients

I am delighted that the firm has been included in the Chambers High Net Worth guide for the second year in a row. Given the unprecedented events since the start of the year and the associated impact on global markets and economies, there has never been a more important time for clients to seek out qualified and pragmatic advice to help steer them through these challenging times. At Crowe we focus on building long- standing personal relationships, making the advice all about our clients, and not about what we do. This helps to build trust and mutual respect so that we can tailor our advice to the unique requirements and objectives of our valued clients.

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.

Related services

Financial Planning Tax for Private Clients Private Wealth