Crown Wealth Management is privately owned and was founded in 2006 by Brian Benson. Brian had previously worked for multinational companies in senior positions and wanted to build his own company using the skills and knowledge he learnt over the years. Above all, it was important that the advisory service was client-focused, independent, and offered transparent fees.
We believe that wealth management is a combination of financial planning and investment management, which is why the term is used in our company name and service proposition.
In the early years, Brian created many relationships with local professionals such as solicitors and accountants by attending networking events and presenting at seminars. As our brand awareness increased, the success of Crown Wealth Management grew and we moved into the old coach house next to Column House in 2008.
Brian worked hard to become a Chartered Financial Planner and Certified Financial Planner in a short period of time to show his commitment and provide the best possible advice to clients.
Brian’s two sons, Lewis and James, also work in the business as financial planners, which works brilliantly and means there is a succession plan in place too.
We have been experts in our field for over 10 years and advise clients across Shropshire in many areas, which makes us well-placed to understand your individual needs.