Brian Benson

Brian founded Crown Wealth Management Ltd in 2006 with the vision of providing a financial planning and investment practise focusing on providing a high level of personal service through a highly skilled and competent team.

He is a fellow of the Personal Finance Society, a Chartered Financial Planner and also holds the Certified Financial Planning license an internationally recognised qualification. He is also accredited by the Society of Later Life Advisers “SOLLA” and a Chartered Wealth Manager with the Chartered Institute for Securities and Investments.

In his spare time Brian enjoys spending time with his family and when time permits playing golf , he also enjoys skiing  and going to new holiday destinations.

Qualifications

  • Chartered Financial Planner
  • Chartered Wealth Manager
  • Certified Financial Planner
  • Advanced Diploma Financial Planning
  • SOLLA Accreditation

Exams

  • AF1 Personal Tax and Trust Planning
  • AF3 Pension Planning
  • AF5 Financial Planning Process
  • J01 Personal Tax
  • J02 Trusts
  • J04 Pension funding options
  • J05 Pension income options
  • G10 Taxation & Trusts
  • ER1 Certificate in Equity Release
  • CF6 Certificate in Mortgage Advice
  • CF2 Investment and Risk
  • CF8 Long Term Care
  • R01 Financial Services, Regulations and Ethics
  • R02 Investment principles and risk
  • J10 Discretionary Management

Contact