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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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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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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