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.
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.
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...
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 ...
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...
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.
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.
Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.
Both E. and myself have been extremely pleased with the results of the advice you gave us.