"They give clear, sensible advice which is designed to maximise the benefit for their clients.
"I have always found the people I have dealt with at Crowe, including their support staff, to be not only extremely competent but also empathetic and ‘human’.
Chambers High Net Worth 2019
We look at making a will and Lasting Power of Attorney, diversification, key person protection and more.
We take great pride in the way that we deal with our clients, but we do accept that sometimes things do not go as well as we would hope. Should this happen, we would hope to spot the problem early on and rectify matters without any inconvenience to you. However, should you ever wish to register a formal complaint, please contact Phil Smithyes explaining the nature of the problem either in writing to:
Crowe Financial Planning UK Ltd at:
49-51 Blagrave Street
Berkshire RG1 1PL
or by telephone on 0118 959 7222
On receipt, your complaint will be acknowledged and you will receive a copy of our complaints handling procedure. The matter will then be investigated in line with that procedure and our findings will be reported to you in writing.
If you cannot reach agreement with us, you may be entitled to refer your complaint to the Financial Ombudsman Service, subject to certain time limits, unless the complainant is a business with turnover over €2 million or at least ten employees, a charity/trust with income/assets over £1 million, or a professional client.
The Financial Ombudsman Service is an independent service in the UK for settling disputes between businesses providing financial services and their clients.
Full details of how to refer a complaint to the Financial Ombudsman Service are shown on their website. We also provide those details as part of our final response when we complete our investigation of any complaint.