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.
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.