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Crown Wealth Management

We are a Chartered Financial Planning Firm of Independent Financial Advisers in Shrewsbury that provides financial planning and investment advice in Shropshire and Mid Wales.

At Crown Wealth Management we work closely with you to manage your wealth, reduce risk and simplify your financial affairs. We provide a comprehensive analysis of your current situation and, where appropriate, make detailed recommendations to help you achieve your financial goals. Our ongoing review service ensures advice remains suitable and your financial plan is still on track.

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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Flowers and Investing

Just like the flowers in your garden, your investments need constant care and attention to ensure you get the best growth.

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Benefits of an Investment Platform

Most of our clients have a unique set of circumstances that drives them towards financial advice, however, there is usually a shared objective – simplicity.

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Crown Wealth Management and Shelton Cricket Club

There are exciting times ahead for Crown Wealth Management and Shelton Cricket Club in Shrewsbury.

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The Shrewsbury Club’s latest Club Sponsor

The partnership includes sponsorship of their popular Club Room meeting venue and also a prominent advertising display alongside their indoor tennis courts.

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Topping up the new state pension

Half a million workers short-changed by changes to the state pension will be able to top up at “bargain rates” over the next five years, according to research released by Royal London.

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Keeping it ethical

If you want to invest in the stock market, but are concerned about the activities of some companies, you might want to consider an ethically invested fund.

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Wishing you a Merry Christmas and a prosperous New Year!

Crown Wealth Management would like to wish you a very Merry Christmas and a prosperous New Year!

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Top 100 Financial Planning Firm

Crown Wealth Management in Shrewsbury has been recognised as a top 100 financial planning firm by Citywire publication New Model Adviser for the fourth year running.

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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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Approaching Retirement

They are relatively wealthy and have several pension contracts, a collection of old investment policies, unit trusts and shares they have accumulated over the years.

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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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