Crowe Financial Planning UK Limited
High Net Worth Guide 2024
About
Independent financial advisors, providing impartial services to clients. Crowe specialise in delivering well-researched, unbiased solutions from the whole of the market. Crowe advisors are professionally qualified to give independent financial planning advice.
Crowe Financial Planning UK Limited is regulated by the Financial Conduct Authority, giving you assurance of their service quality. Part of a leading national audit, tax, advisory and consulting firm, Crowe UK, which is a member of Crowe Global, one of the top 10 largest accounting networks in the world. Links to Crowe UK and Crowe Global enables them to draw upon their wider knowledge and experience when planning your financial affairs.
1. Premium service
For those clients who have complex financial circumstances involving cash flow modelling and the potential use of higher risk investment strategies offering additional tax advantages, a premium service is necessary. Our approach is to tailor the service provided specific to your individual needs and objectives.
2. Core service
For clients whose financial planning needs have evolved beyond our Foundation service, where a more detailed analysis is often required to help meet clients’ needs and objectives.
3. Foundation service
For clients who are seeking a simplified investment or product solution to meet their needs. We also offer this service to the children of existing clients looking to start their financial planning journey.
- Creating a Financial Plan
Implementing a Financial Plan helps you set realistic goals and objectives. It provides you with a clear path to help achieve them
- Protection Solutions
Important to every financial plan is the need to ensure your family, income and health are protected against unforeseen circumstances.
- Tax Efficient Investment
Wherever suitable to do so, we will consider strategies that provide access to products offering a wide variety of tax reliefs.
- Pensions and Retirement Planning
Ensuring your financial stability in retirement has never been more important. Guiding and supporting you on your options.
- Later Life and Estate Planning
Strategies ensure your personal and financial wellbeing is considered, as well as considering options for maximising assets to pass to future generations.
- Investment Solutions
With the freedom to recommend from the whole of market, Crowe are in a prime position to devise a tailored investment strategy.
- Business Protection Solutions
Your business is often your most important asset. Protecting your shares, the loss of key staff and debts ensures your future is in safe hands.
- Trust and Charity Clients
Crowe have the knowledge and experience to support and assist Trustees and Charities in fulfilling their responsibilities and ensuring the highest levels of good governance for their investments.
- Employee Benefits
Maintaining a competitive employee benefits package to attract/ retain quality staff is essential. Crowe have the experience to help support you.
- Business Owners and Entrepreneurs
Protecting you
Protecting your business
Diversification
Employee benefits
- Women’s Financial Wellbeing
Protecting you
Investing in you
Safeguarding your family
Investing for your family
- Divorce, dissolution and separation support
Redistribution and rebuilding of assets
Tax implications of unwinding your joint estate
Changes / reduction in cashflow
Financial protection
Legal documentation
Emotional impact
- Bereavement
Experiencing or preparing for bereavement can be overwhelming from both an emotional aspect and a practical perspective.
Our consultants will be there to help you during this difficult time, whether this involves action or simply involves understanding what you have currently, knowing that you are financially stable allows you to focus on your emotional wellbeing.
Richard Dean, Financial Planning Director
4th Floor
St James House
St James’s Square
Cheltenham, GL50 3PR
+44 (0)1242 234421
Julian Hanrahan, Financial Planning Director
Riverside House
40-46 High Street
Maidstone
Kent, ME14 1JH
+44 (0)1622 767676
4 Mount Ephraim Road
Tunbridge Wells
Kent, TN1 1EE
+44 (0)1892 700235
Phil Smithyes, Managing Director.
Dharmesh Upadhyaya, Senior Financial Planner
Nasiba Vaiya, Senior Financial Planner
Alex Grimes, Financial Planning Consultant
55 Ludgate Hill
London, EC4M 7JW
+44 (0)20 7842 7100
John Spencer, Senior Financial Planner
Black Country House
Rounds Green Road
Oldbury
West Midlands, B69 2DG
+44 (0)121 543 1900
Laura Clark, Financial Planning Consultant
3rd Floor, St George's House
56 Peter Street
Manchester M2 3NQ
+44 (0)161 214 7500
Miles Clarke, Financial Planning Director
Aron Gunningham, Financial Planning Consultant
Chris Maguire, Financial Planning Consultant
5th Floor, R+ Building
2 Blagrave Street
Reading RG1 1AZ
+44 (0) 118 959 7222
Ranked Offices
Provided by Crowe Financial Planning UK Limited
- ReadingR+ Building 2 Blagrave Street , Reading, Berkshire, UK, RG1 1AZ
- Web: www.crowefinancialplanning.co.uk
- Tel: +44 118 959 7222
- View ranked office