Office people sitting together

Our Financial Planning teams

Our award-winning team bring their expertise and personalisation to every client, giving you peace of mind and confidence.

Senior Management Team


Responsible for the overall running of Crowe Financial Planning UK Limited with oversight of our business strategy and adherence to regulatory requirements.

Phil Smithyes
Phil Smithyes
Managing DirectorThames Valley
Miles Clarke
Miles Clarke
Director, Chartered Financial PlannerThames Valley
Phil Smithyes
Richard Dean
Director, Chartered Financial PlannerCheltenham
Chay Fox
Chay Fox
Operations Director, Financial PlanningThames Valley
Julian Hanrahan
Julian Hanrahan
Financial Planning DirectorKent
Cammas MacCormick
Cammas MacCormick
Director, Compliance and Risk, Financial PlanningKent
Jayne Tilbrook
Jayne Tilbrook
Transformation and Process Director, Financial PlanningThames Valley
Tonya Fisher
Tonya Fisher
Strategic Relationship ManagerThames Valley

Financial Planning Team


With a combined industry experience of over 150 years, our Financial Planning Team are professionally qualified to provide fully independent financial planning advice to individuals, businesses, charities and Trusts.

Laura Clark
Laura Clark
Financial Planning ConsultantManchester
Miles Clarke
Miles Clarke
Director, Chartered Financial PlannerThames Valley
Phil Smithyes
Richard Dean
Director, Chartered Financial PlannerCheltenham
Alex Grimes
Alex Grimes
Financial Planning ConsultantLondon
Aron Gunningham
Aron Gunningham
Financial Planning ConsultantThames Valley
Julian Hanrahan
Julian Hanrahan
Financial Planning DirectorKent
John Spencer
John Spencer
Senior Financial PlannerMidlands
Dharmesh Upadhyaya
Dharmesh Upadhyaya
Consultant, Financial PlanningLondon
Chris Maguire
Chris Maguire
Financial Planning ConsultantThames Valley
Phil Smithyes
Phil Smithyes
Managing DirectorThames Valley
Nasiba Vaiya
Nasiba Vaiya
Senior Financial Planning ConsultantLondon

Support Teams


Our Support Teams are key in providing the backbone of the high level of service which is the hallmark of Crowe Financial Planning UK Limited. They are responsible for managing the day-to-day administration, technical research and the delivery of suitability and review reports.

Mia Bleach
Mia Bleach
Client Support ManagerThames Valley
Zoe Hitchcock
Zoe Hitchcock
Paraplanning ManagerKent
Rob Barnett
Rob Barnett
Senior ParaplannerCheltenham
Jess Biggs
Jess Biggs
Client support CoordinatorThames Valley
Tom Brooks
Tom Brooks
ParaplannerMidlands
Jessie Mahoney
Jessie Bull
Senior Paraplanner, CharteredKent
Katie Burgess
Katie Burgess
Senior ParaplannerLondon
James Coldwell
James Coldwell
ParaplannerThames Valley
Jack Savage
Jack Savage
Associate ParaplannerCheltenham
Anne-Maria Crisafi
Anne-Maria Crisafi
Senior ParaplannerThames Valley
Kate Evans
Kate Evans
Paraplanner Support AssociateCheltenham
Claire Garside
Claire Garside
Client Review Team LeadManchester
Ange-Gamble-WHTBKGND
Ange Gamble
Client Support CoordinatorManchester
Dave Graham
Dave Graham
Senior Client Support CoordinatorThames Valley
Shariq Imran
Shariq Imran
AssistantManchester
Danielle Mcleod
Danielle Mcleod
Senior Operations CoordinatorCheltenham
Jo Monger
Jo Monger
Client Support CoordinatorThames Valley
Annie Purnell
Annie Purnell
Associate ParaplannerKent
Dawn Simmonds
Dawn Simmonds
Client Support CoordinatorThames Valley
Kirsty Wake
Kirsty Wake
Senior ParaplannerCheltenham