Luke spent a year at Crown Wealth Management for his third year at university and he will be joining us, full-time, as a graduate in April 2023. He is studying Financial Trading and Investment Management at Sheffield Hallam University and is originally from York. He will be working in the client services team and getting involved in various investment-related projects throughout the year.
Nigel and Angela's Story
Nigel and Angela
Steve and Julia's Story
Steve & Julia
As I am a Lasting Power of Attorney for my aunt who has dementia, I was advised by her accountant and solicitor to seek advice from a financial adviser about financing long term care and investments. My aunt and I chose Brian Benson @CrownWM because he is a member of the Society of Later Life Advisers; his advice was very clear and concise; and pricing was transparent. I also liked the fact that he is trying to understand dementia as he has a relative who is on a dementia journey. In March, Brian advised me to sell my aunt’s house, buy an immediate needs annuity and invest what was left. This was completed in November. My aunt’s long-term position is now secure and she is happier knowing that she does not have to worry about money running out. Brian has made my job as Attorney much easier and I would highly recommend him and his excellent firm!
Dr Y. - Shropshire
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 my expectations. I am more than happy with the service and regular updates provided.
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 team and so far my objectives are on target, not only that Brian talked me through the company pension schemes and advised me accordingly in terms of setting up the group company pension scheme.
Mr Williams – Local Businessman
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.
Mr P. – Mid Wales
Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.
Mr Jones – Shrewsbury
Both E. and myself have been extremely pleased with the results of the advice you gave us.
Mr and Mrs G. – Wolverhampton