We Have Moved!

It is our pleasure to announce that we have moved to a new location! The office has been completely refurbished to our specification and offers us the opportunity to better … Continue reading “We Have Moved!”

Find out more

Telephone Disruption

We are currently in the process of upgrading our telephone system and may experience some downtime over the next few days. If you would like to speak to us but … Continue reading “Telephone Disruption”

Find out more

Five Steps to Manage Your Wealth After a Crisis

In these extraordinary times the Government has pledged unprecedented support to help ensure that our jobs, our incomes, and our homes are protected. But what would happen in ‘ordinary’ times … Continue reading “Five Steps to Manage Your Wealth After a Crisis”

Find out more

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 more

FCA 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 more

Let’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 more

SOLLA: 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 more

Celebrating 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 more

CISI 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 more

Pension 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 more

Retirement 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 more

UK 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 more