Crown Wealth Management Limited are a firm of Chartered Financial Planners and independent financial advisers based in Shrewsbury. We are dedicated to providing a first class service that is fee based removing commission bias and providing excellent value for money.

As a Wealth Management Company we help individuals, business owners and trustees to reduce risk, to manage their wealth and help them achieve their financial goals.

We work alongside your existing professionals such as accountants, solicitors and fund managers to provide a comprehensive service.


We do not just provide you with financial advice on the right products for your needs. Indeed, this is only part of the process for us. What we want to achieve is an ongoing relationship that provides you with value.

What our clients want:

Quality, impartial advice
Efficient service
Professionalism
Accessibility
Speed of service and an honest an open relationship with us


What we deliver:

Peace of mind that your affairs are in good hands
A proactive approach
Time saving and Expertise
Access to specialist resources and Confidentiality
Guarantees on price, service and efficiency
Convenience and a strong relationship
Liaison with other professionals


With this in mind, our service proposition starts with understanding your objectives. From there we can offer you a range of services from which you can select to mix and match according to your individual needs. Click here for information about our services.

Our business philosophy is that two factors are essential for clients who are seeking truly independent financial advice:

1. Unbiased advice that is not commission driven and is truly independent, with modern technology used to help source the best solutions for clients.

2. Independent and transparent remuneration, where the client has the choice of how to pay for the cost of advice; by fees, by commission or by a combination of the two with surplus commission reinvested into investments where appropriate.


We combine significant business experience, extensive financial services knowledge and a high level of personal integrity to provide either a complete financial planning service or provide advice on specific areas such as inheritance tax, retirement planning or school fees planning. In order to provide you with a complete service we work closely with other professionals including solicitors, accountants and investment managers.


An initial exploratory meeting is available without charge or obligation, and with no time limit. We believe in developing long term relationships with our clients, helping them to clearly identify their goals and objectives, implementing the advice and providing regular reviews to ensure they achieve their objectives.

Call us free on 0800 0582658 for an informal discussion or email us at info@crownwm.co.uk


Click here for information about our service proposition
Click here for our client testimonials page
Click here for our latest financial news

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