Crowe Financial Planning UK Limited

• Principal Place of Business

  5th Floor

  R Plus

  2 Blagrave Street

  Reading

  Reading

  RG1 1AZ

  UNITED KINGDOM

  Phone

  +4401189597222

  Web

  https://www.crowe.com/uk/crowefinancialplanning

• Complaints Contact

  Jarvis House

  4 Mount Ephraim Road

  Tunbridge Wells

  Kent

  TN1 1EE

  UNITED KINGDOM

  Phone

  +4401892700200

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Debt Advice

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  • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Christopher John Maguire

  IRN CJM01233

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 16 Aug 2021)
  • [FCA CF] Client dealing (since 16 Aug 2021)
• Dharmesh Rameshchandra Upadhyaya

  IRN DRU00003

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (4 Feb 2016 to 8 Dec 2019)
• Dominic Peter David Cook

  IRN DPC01063

  • CF30 Customer (20 Apr 2009 to 14 Mar 2012)
• George Robertson Cranston

  IRN GXC01290

  • CF1 Director (9 Dec 2008 to 7 Jul 2011)
• Hugh Edward Stewart Beaumont

  IRN HXB01098

  • CF30 Customer (3 Apr 2014 to 31 May 2015)
• Hugh Scotney

  IRN HXS01259

  • CF21 Investment Adviser (30 Apr 2004 to 19 Sep 2007)
• Ian MacKinnon

  IRN IXM01165

  • CF21 Investment Adviser (16 Jul 2002 to 30 Sep 2007)
  • CF22 Investment Adviser (Trainee) (27 May 2002 to 16 Jul 2002)
• Jacob Wolf

  IRN JXW01445

  • CF1 Director (10 Jul 2014 to 30 Jun 2016)
  • CF30 Customer (28 May 2014 to 30 Jun 2016)
• James Coldwell

  IRN JXC03544

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 10 Apr 2026)
  • [FCA CF] Client dealing (since 10 Apr 2026)
• Jayne Tilbrook

  IRN JXT00043

  • [FCA CF] Manager of certification employee (since 1 Jan 2020)

No changes recorded yet.