Our Qualifications

You should always ensure when you receive regulated investment advice that the firm you are dealing with is authorised by the FCA and the adviser is suitably qualified to provide the advice you require.

The gold standard for firms is ‘Chartered Financial Planner’ status and for individuals it is ‘Chartered Financial Planner’, ‘Chartered Wealth Manager’ and ‘Certified Financial Planner’ Status.

Brian Benson our Managing Director is also Society of Later Life Accreditation (SOLLA) and is authorised to provided defined benefit transfer (final salary) advice.

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Our Qualification Details

Chartered Financial Planner

Crown Wealth Management Ltd has been awarded the prestigious ‘Chartered Financial Planners’ title by the Chartered Insurance Institute (CII).

Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.

Crown Wealth Management Ltd specialises in providing advice on all types of investment and life assurance for individuals and businesses.

Brian Benson, Managing Director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for the company: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers.”.

Certified Financial Planner

The Certified Financial PlannerCM licence is the international accreditation for financial planning. It is the benchmark that combines vocational skills with technical expertise. The licence is renewed annually, providing that the planner satisfies certain ongoing educational requirements, has no upheld complaints against him or her and continues to abide by a strict code of ethics.

Chartered Wealth Manager

Chartered Wealth Manager is a title awarded by the Chartered Institute of Securities and Investments. The Chartered Wealth Manager Qualification is a specialist qualification for wealth managers, financial planners, IFAs, private client managers, discretionary portfolio managers and private bankers. It is suitable for staff working in wealth management who wish to demonstrate their competence in devising investment portfolios that meet clients’ needs.

Society of Later Life Advisers

The Society of Later Life Advisers was founded in 2008 as a not for profit organisation, to meet the need of consumers, advisers and those who provide financial products and services to the later life market. Their aim is to ensure that consumers are better informed about the financial issues of later life and can find a fully accredited adviser quickly and easily.

Brian Benson is accredited by the ‘Society of Later Life Advisers’ (SOLLA) to advise on Later Life issues such as Long Term Care and Equity Release.

– Jeff Prestridge, personal finance editor of Financial Mail on Sunday
“Most advisers in banks would not have the specialist “CF8” long-term care qualification, which was introduced to prevent mis-selling. Independent financial advisers who are members of the Society of Later Life Advisers (Solla) are best qualified to give long-term care advice, and offer customers the choice to pay upfront fees or commission.”

Testimonials

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