UK Independent. Sourced. Primary. · Est. 2024

Crowe Financial Planning Uk Limited | IFA Financial Advisers | Reading | Est. 1997

Crowe Financial Planning Uk Limited is a ifa financial advisers registered in Reading, established 1997. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Crowe Financial Planning Uk Limited

IFA Financial Advisers · Reading · Est. 1997

29 years
Active Trading
Active
CH Status
03415746
Company No
2025
Accounts to

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Company Registration Details

Registered company nameCrowe Financial Planning Uk Limited
Companies House number03415746 →
Company typePrivate Limited Company (Ltd)
Registered address5th Floor R+, RG1 1AZ
City / RegionReading
Date incorporated1997
Years trading29 years
CH statusActive
SpecialismRecorded activity: 64999 (financial intermediation not elsewhere classified)
Index statusClaim 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

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
Neither answer is universal: platforms make DIY investing accessible, while advisers add value in the technical layers, tax wrappers, pension rules, estate planning, that compound at scale.
What qualifications should an IFA have?
Minimum Level 4, with Chartered and CFP designations marking advanced qualification. The FCA register lists individual advisers with their own reference numbers.
What happens if I receive bad financial advice from an IFA?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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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.

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