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?”

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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”

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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”

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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”

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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”

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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?”

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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?”

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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”

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New 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”

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Flowers 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”

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Benefits 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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Crown Wealth Management and Shelton Cricket Club

  There are exciting times ahead for Crown Wealth Management and Shelton Cricket Club in Shrewsbury. We have been on the lookout for a sponsorship opportunity that fits into our … Continue reading “Crown Wealth Management and Shelton Cricket Club”

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