Crown Wealth Management is privately owned and was founded 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. 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.
We believe that wealth management is a combination of financial planning and investment management, which is why it is used in our company name and service proposition.
We have been experts in our field for over 10 years and advise clients on many areas, which makes us well-placed to understand your individual needs.
Last but not least, we are incredibly proud to have been recognised by New Model Adviser as a Top 100 Financial Planning Firm since 2013 and a Top 10 Financial Planning Firm for digital marketing in 2017. He has been mentioned in a Mail On Sunday guide as one of Britain’s top rated advisers.