What We’ve Been Up To

Crown Wealth Management, one of the local sponsors in 2023 for the Tibberton Trot 10K, believes that events like this unite and strengthen communities.   All levels of runners, including … Continue reading “”

Celebrating Elly’s Exam Success!

Crown Wealth Management has been celebrating Elly’s exam success After successfully passing the CISI Investment Risk & Taxation and the CISI Financial Planning & Advice exams in the last couple … Continue reading “Celebrating Elly’s Exam Success!”

Graduate Begins Promising Journey

The doors of opportunity have swung wide open for Luke Franks as he takes his first steps into the professional world. As a recent graduate from Sheffield Hallam University, Luke … Continue reading “Graduate Begins Promising Journey”

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!”

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”

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”

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”

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”

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”

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”

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”