A key factor to our success is our drive to develop long-standing relationships established on trust. Financial planning can have such a positive impact on our clients’ lives and provides a focus on how they can manage their finances.
Phil Smithyes, Managing Director
Our teams are based nationally with offices in Cheltenham, Kent, London, Midlands and Thames Valley.
Our advisors are happy to meet you at our offices, at your home, at your workplace or virtually.
Working with you
Protecting you and your family
Crowe Financial Planning UK Limited began trading in 1997 with the aim of providing independent, unbiased financial planning solutions delivered by a team of professionally qualified advisors. Since our inception, we have grown to a team of over 30 staff with a presence across the UK and built our reputation at both local and national levels.
Crowe Financial Planning UK Limited is regulated by the Financial Conduct Authority, giving you assurance of our service quality. We are also part of a leading national audit, tax, advisory and risk firm, Crowe UK, which is a member of Crowe Global, one of the top 10 largest accounting networks in the world. Our links to Crowe UK and Crowe Global enables us to draw upon their wider knowledge and experience when planning your financial affairs.
As a professional practice, we charge for our advice and are therefore not dependent on product sales or third-party inducements. Your first meeting with us is held at our cost and we will always fully disclose and agree our fees with you before we commence any work on your behalf.
With their extensive experience in financial services, our team will guide you through the complexities of financial legislation and regulation to build a plan to help you achieve your future goals and aspirations.
Our 800 plus clients really value the advice and service we deliver and this is reflected in their loyalty to our business and their feedback. However, we are continually seeking ways to improve and evolve our client service proposition to deliver the best outcomes for our clients.
This can be seen in the latest results from our biennial Client Listening Programme and the industry awards we have received. As the Managing Director, I am incredibly proud of my team who have shown a commitment to the growth of the business and a passion for delivering outstanding client service. The whole team is engaged with our mission to become the number one provider of independent financial planning advice in the UK.
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