Roger Fallon has joined the client services team at Crown Wealth Management. Brian Benson Managing Director and Chartered Financial Planner said, “The success of Crown Wealth Management has been phenomenal we are really pleased that someone with Roger’s experience has joined us to provide additional support and services to support our client proposition”.

We are pleased to announce that Brian Benson has been awarded Chartered Financial Planner Status by the CII (Chartered Insurance Institute), this prestigous title was only introduced by the Privy Council in 2005. To be awarded the Chartered Financial Planner status, an individual has to be able to demonstrate relevant experience, gain CII approved financial qualifications equivalent to first degree level, adherence to the CII’s Code of Ethics and Conduct, and a commitment to continuing professional development. and recognises Financial Planners who through experience and the successful completion of passing the advanced examinations are at the peak of their profession. Read More...