Crowe Financial Planning UK Limited

Reference number: 185323

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When crowe.com first appeared online, and whether it can receive email
  • What kind of line 0118 959 7222 is
  • Who else gives the postcode RG1 1AZ
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Other names (2)

If you were contacted under any of these names, it is this firm.

  • Crowe Clark Whitehill Financial Planning Limited Former name
  • Horwath Clark Whitehill Financial Services Limited Former name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (6 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
03415746
Company status
Active
Company type
Private limited company
Incorporated
6 August 1997 (29 years old)
Registered office
5th Floor R+, 2 Blagrave Street, Reading, RG1 1AZ, United Kingdom
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Philip Andrew Smithyes Director Jan 1969 17 Mar 2008 1 other company
Nigel David Bostock Director Jan 1970 1 Apr 2013 32 other companies
Jeremy Stephen Cooper Director May 1966 10 Aug 2015 1 other company
Cammas Maccormick Director May 1978 1 Apr 2025 None
Peter Fairchild Director Sep 1969 3 Dec 2025 None

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
32
closed down
15
run together
1

In the full report: all 32 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 5 directors run together
  • All 21 people who have ever been directors, with their dates
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Key dates in its history

Crowe Financial Planning UK’s history from the FCA register and Companies House, newest first.

Key events (10) All events (48)

2018

25 June 2018

  • Changed its registered name from "Crowe Clark Whitehill Financial Planning Limited"

FCA register

2016

1 June 2016

  • First Cb Trustee Limited gave up control
  • First Cb Trustee Limited took control (75–100% of shares)

Companies House

6 April 2016

  • First C.B. Trustee Limited took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register · Companies House

2010

11 October 2010

  • Changed its registered name from "Horwath Clark Whitehill Financial Services Limited"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

14 November 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

6 August 1997

  • Incorporated at Companies House

Companies House

In the full report: all 48 events

  • All 48 events in its history (10 shown here)
  • Every director appointment and resignation: 35
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Firms like Crowe Financial Planning UK

Other firms of the same type (financial adviser), nearest first.

In Reading

Belbury Financial Planning LimitedReadingAuthorisedBluestone Financial Planning LimitedReadingAuthorisedFinli (Thames Valley) LtdReadingSee the registerJ M G Independent Financial AdvisersReadingAuthorisedJanus Financial Consultancy LtdReadingAuthorisedJpm Asset Management LtdReadingAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Crowe Financial Planning UK

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 32 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 48 events in its history

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Frequently asked questions about this firm

Is Crowe Financial Planning UK Limited FCA authorised?
Yes, Crowe Financial Planning UK Limited (FRN 185323) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Crowe Financial Planning UK’s phone number and website?
The FCA register lists the phone number 0118 959 7222 and the website crowe.com/uk/crowefinancialplanning for Crowe Financial Planning UK. If you were given different contact details, use these to check with the firm before going any further.
Is Crowe Financial Planning UK a scam or clone?
Crowe Financial Planning UK is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Crowe Financial Planning UK?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Crowe Financial Planning UK to the Financial Ombudsman Service, free of charge.
Who owns Crowe Financial Planning UK?
Crowe Financial Planning UK is owned by First C.B. Trustee Limited, which holds 75–100% of shares, 75–100% of votes and held as a trustee, since 6 April 2016. Before that, it was controlled by First Cb Trustee Limited.
Who runs Crowe Financial Planning UK?
Companies House lists 5 directors of Crowe Financial Planning UK: Philip Andrew Smithyes, Nigel David Bostock, Jeremy Stephen Cooper, Cammas Maccormick and Peter Fairchild.
How long has Crowe Financial Planning UK been in business?
The company was formed on 6 August 1997, and has held its current FCA authorisation since December 2001.
Does Crowe Financial Planning UK use any other names?
It has previously used 2 other names: Crowe Clark Whitehill Financial Planning Limited and Horwath Clark Whitehill Financial Services Limited.

Sources and links

The full report on Crowe Financial Planning UK Limited

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