Crowe Financial Planning UK Limited, High Net Worth 2024

About

Provided by Crowe Financial Planning UK Limited

High Net Worth

Crowe Financial Planning UK Limited

Firm Overview

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.

Main Areas of Practice

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.

Offices

Cheltenham

Richard Dean, Financial Planning Director

[email protected]

4th Floor

St James House

St James’s Square

Cheltenham, GL50 3PR

+44 (0)1242 234421

Kent

Julian Hanrahan, Financial Planning Director

[email protected]