thewealthnet provides industry-leading research on the wealth management industry. Each year thewealthnet compiles a list of the top financial planning and management companies in the UK, 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:
The pandemic and accompanying lockdowns have really highlighted the importance of paying close attention to our finances and, through technological advances and virtual meetings, we have been able to remain close to our clients providing advice and reassurance at a time when it has been needed most. Helping our clients to respond to events, rather than react, has been key in avoiding short-term mistakes that are often driven by fear during periods of uncertainty.
At Crowe we continue to focus on long-term strategic planning to provide our clients with highly personalised advice tailored to their own unique set of circumstances and aspirations. We are fortunate in that we have been able to carry on with ‘business as normal’ throughout 2020 and that our clients have valued our advice and availability during these most challenging of times.
We are delighted that this approach has been recognised by thewealthnet and fellow investment managers within the industry. This recognition is a testament to our dedicated team who are engaged in offering a service that provides financial clarity through trustworthy, professional and market leading advice.
View our Financial Planning services.