Financial Index › IFA Index › Crowe Financial Planning Uk Limited
Crowe Financial Planning Uk Limited
IFA Financial Advisers · Reading · Est. 1997
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Company Registration Details
| Registered company name | Crowe Financial Planning Uk Limited |
| Companies House number | 03415746 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | 5th Floor R+, RG1 1AZ |
| City / Region | Reading |
| Date incorporated | 1997 |
| Years trading | 29 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Crowe Financial Planning Uk Limited
Established in 1997, Crowe Financial Planning Uk Limited has over 29 years of trading history, placing it among the more experienced firms in its sector. This longevity reflects sustained client confidence and a track record of adapting to the evolving UK regulatory and market environment.
It is one of 23 ifa financial advisers listed in Reading on this index of 1663 UK firms in the category.
Before engaging, confirm FCA authorisation; the register also records past regulatory action.
What IFA Financial Advisers Do
Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.
Ombudsman and FSCS protection follow authorisation, which is why the register check precedes everything else.
How to Choose the Right IFA Financial Adviser
The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Probe the review process: what is assessed annually and what triggers advice between reviews.
Ask for the total cost of ownership: adviser charge, platform fee and fund charges combined.
Frequently Asked Questions
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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Crowe Financial Planning Uk Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.