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Webinar: Thursday 9 December 2021
Financial Planning: Lessons from the Pandemic
Keeping you up-to-date with current issues that may impact you.
Our newsletter features articles on
You can also read Financial Planning Matters Winter 2020 edition here.
Using a case study of Paul and Susan Wells and their family, we take you on a journey highlighting their key life stages, the financial issues that arise at each stage and how we are able to support them through careful planning and advice.
Follow Paul and Susan's life journey
What is financial planning?
Pension age to increase to 57 from 2028
Emerging from uncertain times: The future of the private wealth
The value of long-term investing
Review your income in retirement strategy
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.