We are working from home
Due to the current situation and Government advice, we have decided to temporarily close our Shrewsbury office. Staff are working from home and we remain contactable by telephone and email. … Continue reading “We are working from home”
Find out moreFCA concerns over non-advised pension drawdown?
A recent report produced by the FCA explains ‘33% of non-advised drawdown consumers are wholly holding cash. Holding cash may suit consumers planning to draw down their entire pot over … Continue reading “FCA concerns over non-advised pension drawdown?”
Find out moreLet’s talk about Rainy Day Funds
What is a Rainy Day Fund? The main purpose of a Rainy Day Fund is to cover one-off unexpected expenses. For example, replacing your car tyres or paying for a … Continue reading “Let’s talk about Rainy Day Funds”
Find out moreSOLLA: The Gold Standard of Advising Clients in Later Life
Our Managing Director, Brian Benson, has recently renewed his SOLLA accreditation after an assessment to test his knowledge and expertise. Brian was tested on various areas, for example, tax and … Continue reading “SOLLA: The Gold Standard of Advising Clients in Later Life”
Find out moreCelebrating Exam Success
Crown Wealth Management has been celebrating as James, Lewis, Elly and Rosie have recently passed their exams (in order of appearance): James passed Investment, Risk & Taxation, and is one … Continue reading “Celebrating Exam Success”
Find out moreCISI Financial Planning Week
Crown Wealth Management is delighted to be supporting Financial Planning Week and will be holding free, one hour meetings which can be booked in advance during the week commencing 3rd … Continue reading “CISI Financial Planning Week”
Find out morePension contributions… are they more relevant than ever?
Final salary (defined benefit) pension schemes are often seen as being very generous, however, most schemes are now closed to new members – building your pension via a defined contribution … Continue reading “Pension contributions… are they more relevant than ever?”
Find out moreRetirement Planning: how much is too much, how little is too little?
Retirement Planning: how much is too much, how little is too little? Retirement used to be about working to your State Pension age (SPA) – the earliest age you can … Continue reading “Retirement Planning: how much is too much, how little is too little?”
Find out moreUK Care Guide Partnership
Crown Wealth Management are pleased to announce that we have partnered up with the UK Care Guide to appear on their popular financial adviser directory. The UK Care Guide site is there to … Continue reading “UK Care Guide Partnership”
Find out moreNew Starter at CWM
As you may know from previous news articles, we have been enjoying year-on-year growth in double-figure percentages. To support our growth, we have expanded our client services team and Rosie … Continue reading “New Starter at CWM”
Find out moreFlowers and Investing
Following on from this year’s wonderful Shrewsbury Flower Show, we have written a short article explaining how the unlikely comparison between flowers and Investments is relevant. Just like the flowers … Continue reading “Flowers and Investing”
Find out moreBenefits of an Investment Platform
Most of our clients have a unique set of circumstances that drives them towards financial advice, however, there is usually a shared objective – simplicity. This is where an investment … Continue reading “Benefits of an Investment Platform”
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