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Industry recognition

We are proud to be recognised for our work.

Citywire New Model Adviser Top 100 2024

The team has been recognised in Citywire New Model Adviser Top 100 Advice Firms for 2024.

This was the second consecutive year that we have been recognised in this list having entered for the first time in 2023 and is a huge endorsement of the hard work of our team who provide excellence in financial planning and guidance daily.

This award means a great deal to the team, where the list reflects the very best of the UK professional financial planning community through the recognition of their exceptional Client service and leading the way in the industry.

PP Awards logo

Paraplanner Team of the Year Award 2024

Crowe Financial Planning UK Limited was the winner of the Paraplanner Team of the Year Award at the 2024 Professional Paraplanner Awards.

The ceremony was held on the 18 July at the Merchant Taylors’ Hall in London, with the awards designed to recognise and celebrate the skilled and talented people that go the extra mile for their colleagues in the paraplanning profession.

It is a huge achievement to receive this industry recognition and is a ringing endorsement of the fantastic work that is delivered to our clients each day by every member of our Paraplanner team.

Best Financial Advisers to work for 2024

PAA24-WINNER-LOGO-Best_Financial_Advisers

Crowe Financial Planning has been recently named as one of the 2024 Best Financial Advisers to Work For. The awards programme began in 2017 and is promoted by Professional Adviser in partnership with Best Companies Group.

This was the first time that we entered this industry-wide survey and awards programme which was designed to identify, recognise, and honour the best places of employment in the financial advice industry. 

Companies from across the industry entered the two-part process to determine the Best Financial Advisers to Work For. The first part consisted of evaluating each nominated company's workplace policies, practices, and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation and consisted of 77 statements that employees were asked to respond to.

We were thrilled to find out that Crowe Financial Planning was named as one of just 24 companies to achieve this award as well as finding out that we exceeded their rigorous benchmark standards in each of the eight categories as well the survey average overall score. 

Chambers High Net Worth Guide

The team has been recognised as one of the top recommended advisors in the 2024 Chambers High Net Worth Guide. The guide, specifically aimed at the mobile high net worth private wealth market, provides information and reference material for wealthy individuals looking for professional advice and recognises those firms which excel in providing these services. We are delighted that the efforts of our entire team to consistently deliver high quality advice and service to our clients were recognised by this award. This is the sixth consecutive year that Crowe Financial Planning has been included within this guide.

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