thewealthnet is a specialist news service which provides industry-leading research on the wealth management industry at large. Every year they compile a list of the top financial planning and management companies, which identifies and promotes those companies offering a high level of service to their clients. Their findings are based on extensive market knowledge, research and feedback from the wealth management sector and those working in it.
The Financial Planning team at Crowe work with a wide range of clients, providing whole-of-market, specialist solutions and strategic advice. The team provides a range of services, including retirement planning strategies, pension guidance, financial and business protection, advice on inheritance and estates and tax efficient investment advice. Having been founded in 1997, the team has grown year-on-year and now services a wide range of diverse clients.
Phil Smithyes, Partner and Head of Financial Planning at Crowe, said:
"In 2018, we celebrated 21 years since Crowe Financial Planning was first formed. Marking this occasion has been made even more rewarding by recognising the long-standing relationships we have with many clients who trust us to provide the best possible solutions for them.
Our approach to financial planning is led by our clients’ goals and aspirations. We concentrate on strategic planning and to provide clients with advice with a personal touch. We are delighted that our innovative approach has been recognised by thewealthnet and fellow investment managers within the industry. This recognition is a testament to our dedicated team who seek to offer clients financial clarity through trustworthy, professional and market leading advice.”
View our Financial Planning services.