Best Financial Advisers to work for 2024
Crowe Financial Planning was delighted to be named as a winner of the Professional Adviser Best Financial Advisers to Work for 2024 award at the Professional Adviser’s annual awards ceremony held in London on Wednesday 20 March 2024.
This industry-wide survey and awards programme was designed to identify, recognise, and honour the best places of employment in the financial advice industry.
As an employer, Crowe Financial Planning was asked to complete an in-depth benefits and policies questionnaire, and all employees were asked to complete a company-wide anonymous survey, administered by the award organisers, Best Companies Group.
The survey consisted of 77 statements that employees were asked to respond to along with two open-ended and seven demographic questions. The minimum response rate required on the survey was 80%, and we were delighted to achieve an excellent response rate of 96%.
Best Companies Group and Professional Adviser then reviewed our information and survey data. We were thrilled to find out that Crowe Financial Planning was named as having achieved this award along with a number of other high performing financial advisory firms across the UK.
In addition, to find out that we have exceeded their rigorous benchmark standards in each of the eight categories as well the survey average was the cherry on the cake!
Results summary:
| Category | Crowe Financial Planning Results | Employers that also made the award listing | Employers that did not make the list |
| Leadership | 99% | 92% | 72% |
| Corporate Culture and Communications | 95% | 88% | 69% |
| Role Satisfaction | 97% | 90% | 80% |
| Work Environment | 96% | 94% | 91% |
| Relationship with Line Manager | 100% | 94% | 88% |
| Training, Development and Resources | 97% | 88% | 81% |
| Pay and Benefits | 85% | 79% | 68% |
| Overall Engagement | 97% | 91% | 77% |
| Survey Average | 96% | 89% | 78% |
Phil Smithyes, Managing Director, commented “We are extremely proud to have been recognised as one of the best Financial Adviser firms to work for in 2024.
We believe the culture we have harnessed is second to none and allows the business to continue to grow by attracting quality colleagues who see how we support their careers and wellbeing and this has been witnessed in these outstanding results.
This award means a great deal to the team and will help further endorse both externally and internally what we strive to achieve as a business and to provide a working environment that brings success and enjoyment.
While receiving this award is a key milestone for us, it is not one we take for granted and we continue to explore how we can further evidence why we are one of the best companies to work for as we continue to strive for excellence.”
