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Crown Wealth Management Limited

We are a firm of Chartered Financial Planners and Independent Financial Advisers based in Shrewsbury providing financial planning and investment advice in the Shropshire and Mid Wales area.

As a Wealth Management Company we help individuals, business owners and trustees to reduce risk, manage their wealth and help them achieve their financial goals. Our Wealth Management Service is a comprehensive analysis of your current financial situation and provides you with a financial plan to help mitigate risk and achieve your goals and objectives.

Wealth Management Service

The Wealth Management Service is designed for those who require Investment management, financial planning advice and who value an ongoing service with their financial Planner.

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Investment Management Service

What is your current investment strategy? How much risk are you taking? Are your investments tax efficient and how often are they reviewed? These are all questions we can help you with.

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Financial Planning

Are you certain that you are on track to meet all your financial goals? We can help you make smart decisions about money that can help you achieve your goals in life.

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Retirement Planning

Can I afford to retire now? What are my retirement income options? How can I pass my pension funds down to my children? These are some of the questions we can help you with.

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Tax & Estate Planning

We aim to enhance your existing wealth by producing the best returns via taking an appropriate level of risk whilst minimizing the impact of taxation and helping to transfer wealth to successive generations.

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Trustee Investments

We work with many trustees to ensure that suitable investments are in place and are regularly reviewed to ensure their ongoing suitability.

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Long Term Care

As a member of SOLLA (Society of Later Life Advisers) we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury.

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Business Planning

Many of our existing clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.

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Working with other professionals

We have a network of private client lawyers, corporate lawyers and tax specialists at our disposal.

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Autumn Statement 2016: Tax updates and technical changes

The 2016 Autumn Statement presented lots of news on taxation and pensions, as well as an overview of the country’s debt and investment plans for the next few years.

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10th Anniversary Celebrations

As part of the company’s 10th anniversary, celebrations were held at Tanners Wines in Shrewsbury for a wine tasting evening.

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Long Term Care & Residence Nil-Rate Band Seminar

  Crown Wealth Management held a seminar at Shrewsbury Town Football Club on the 6th September as part of their Professional updates programme for professional connections. The event was well attended with 27 Solicitors and 3 Accountants. The session lasted 90 minutes and looked at the new ‘Residence Nil-Rate Band’ and an update on the Long Term Care market. Brian Benson, M...

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Preparing for a new future

Divorce amongst older couples is on the rise in the UK, and it is these older divorcées who could find themselves at a bigger financial disadvantage than their younger counterparts. A combination of factors – including lower earnings and taking time out of the workplace to raise children – has meant that women often tend to have smaller pension funds than their husbands. Therefore, if you s...

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Transferring Pensions

Most people switch jobs several times during their working life. However, when you change employers, it is also worth thinking about the pension savings that you have accrued. You might wish to consider combining your pensions into one pot. It is easier to keep an eye on fund performance if your pensions are all under one umbrella; moreover, a single pension pot will incur less paperwork an...

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Your choices at Retirement

When you reach retirement age, you have important choices to make. Reforms introduced from April 2015 drastically increased the amount of freedom and choice available for pension savers. Individuals can now choose how and when they access their pension pot, and can tailor their approach to their personal circumstances. An annuity will provide a predictable income stream, but annuity rates a...

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An overview of a SIPP

A Self-Invested Personal Pension (SIPP) is a tax-efficient wrapper – a particular type of pension – that sits around your retirement fund, allowing you to select from a wide range of investment choices. It gives you great control and flexibility over the investment decisions you make, allowing you to tailor your SIPP portfolio to match your requirements precisely, and readily move those inv...

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Budget 2016

The Budget proved something of a mixed blessing for UK businesses. The headline rate of corporation tax will be reduced from its current level of 20% to 17% by 2020. Smaller firms received good news on business rates: from April 2017, 250,000 smaller businesses will have their rates cut, while 600,000 small companies will pay no rates at all.   However, the Budget provided a few stings...

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Charitable donations

Donations to charity via Gift aid qualify for tax relief at the donor’s highest marginal rate, and donations made before 31 January of the following tax year or the date when the donor’s tax return is filed, can be carried back to the previous tax year. Gifts of quoted shares and land qualify for exemption from capital gains tax as well as relief from income tax.

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Personal Allowance

Income up to the value of the Personal Allowance is tax-free, but any unused personal allowance cannot be carried forward to the next tax year, so the message is “use it or lose it”. In 2015/16 every taxpayer has a personal allowance of £10,600. The allowance is reduced by £1 for every £2 of income over £100,000, and is lost when income exceeds £121,200. Income between £100,000 and £121,200...

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Recently Widowed

June was introduced to me after the death of her husband Ian.

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Business Owner

Graham and Tracy were joint shareholders of a successful business based in Telford.

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Trustee Investments

We were approached by a local firm of Solicitors who were acting as joint Trustees for a Will Trust.

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Pre-retirement

Arthur and Mary originally approached us for retirement advice.

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Testimonials

I had a couple of pensions, which I wanted to combine. Having researched local financial advisers, it became clear Crown Wealth and Brian were highly recommended. Brian listened to what I was looking for and then made a solid recommendation. Once agreed everything was implemented as and when he said it would be. I am seeing growth over and above what was forecast and more importantly above ...

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Mr L. – Shrewsbury

I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth.  I have regular meetings with Brian and his...

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Mr Williams – Local businessman

We have been meaning to write to you for some time now to thank you for all that you did for J. over the many years you helped her. She held you in great esteem and really appreciated the open and friendly way you helped her. Thank you.

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Mr P. – Somerset

I have neither the expertise nor time to maximise my investment opportunities. To seek professional advice was the best option for my wife and for me. Brian reviewed our combined and separate assets and devised a series of investment options for our appraisal and action. Liquid assets have grown well so far.

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Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

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Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

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Mr and Mrs G. – Wolverhampton

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