Founded by Brian Benson back in 2006, Crown Wealth Management is privately owned and completely independent. Brian had spent his career working in senior roles for large multinational firms but had a passion and real desire to build a business of his own based around what he saw as the right values.
And so Crown Wealth Management was born. Client-focused, truly independent, and offering expert advice and guidance, Brian was adamant from the start that fees would be completely transparent, and that he’d do all he could to deliver the kind of value and service which would see clients want to stay and build longer-term relationships.
His vision and ethos has been embraced by every member of the team, as too has his belief that wealth management comes from the perfect combination of financial planning and investment management. It’s why we chose our company name and why we use it across our whole service proposition.
Brian worked hard to secure his Chartered Financial Planner and Certified Financial Planner status early in his journey with the firm, and we have since invested heavily in the training and ongoing professional development of every other member of the team. It’s not enough for us to be the best and to provide the best advice, we want to make sure we stay at the top of our game too.
And we bring that same commitment to the relationships we develop with other allied professionals. We’re rightly proud to count a large number of wider experts in their own fields, such as solicitors and accountants, as referrers, and much of our work still comes from this avenue.
Based at the Shrewsbury Business Park, the business has developed into a true family affair with Brian’s two sons, James and Lewis, joining in 2015 and 2016 respectively as financial planners. Not only does this mean that clients can see a clear succession plan in place for the future, but it’s further reinforced the warmth and family-feel of the whole team.