Chambers Review
Provided by Chambers
Financial Planning & Pensions - UK-wide
What the Team is Known For
Crowe Financial Planning UK is known for delivering comprehensive financial planning. The team offers its clients tailored advice regarding pension and retirement strategies, in addition to protection and investment solutions.
Strengths
The team at Crowe inspired confidence in their approach. The team members were incredibly prompt and responsive.
Crowe's team are always very helpful and quick to respond. I also appreciate the team's willingness to find out information or discuss matters with a potential client.
I have always found Crowe responsive and I am very happy to refer clients knowing that they will be well looked after. The firm runs many seminars and stays at the forefront of new legislation.
Crowe are always commercial in their analysis of the best option in financial planning decisions. The team show good commercial knowledge of the investment marketplace and the wider economic climate.
Crowe has strong personal relationships, flexibility and connections to other professionals who deal with my affairs. The specialist knowledge of my adviser with the pension scheme was invaluable.
Notable practitioners
John Spencer is a senior financial planner at Crowe.
Richard Dean is the financial planning director at Crowe Financial Planning UK.
Richard brings a high level of professionalism and is an excellent communicator.
Richard Dean is a class act.