Call Us On 01743 27 67 97

FAQs

 

Q. Initially can we just meet for a chat?

Of course, we welcome the opportunity to chat with prospective clients over a cup of tea or coffee.

Q. Will you visit me at my home or office?

We prefer to meet you at our offices in Shrewsbury, as it gives you a better understanding of who we are and allows us to offer the first meeting free of charge. There are times when we will make an exception for those close by who are elderly and frail or for business meetings where it saves a number of your staff being out of the office at the same time.

Q. Where are you?

Column House is located on Column Roundabout by the Lord Hill Column in Shrewsbury. We are positioned directly to the right side of the row of shops. Click here to see a map and get directions.

Q. Where can I park?

We offer visitors parking directly next to our offices. Once you have entered the front gate, visitor parking is on the right and we are situated on your left in the Old Coach House

Q. What should I bring?

Many who visit us go on to become clients, therefore it would be great if you could bring with you proof of ID and address. Usually a valid photo driving license or passport and a recent utility bill or bank statement will be fine. It would also help to bring with you an overview of your current income, assets and  liabilities and the latest valuations of your pensions and investment providers.

Q. Are you independent?

There are two types of adviser firms, Restricted and Independent. We are independent financial advisers, privately owned with no outside influence from a parent company. We are directly authorised with the Financial Conduct Authority.

Q. What accreditations do you hold?

We are a Chartered Financial Planning Firm with two individual Chartered Financial Planners, two Certified  Financial Planners, two Chartered members of the Chartered Institute for Securities and Investments and a diploma qualified Adviser. Brian Benson our Managing director is also a Chartered Wealth Manager and accredited by the Society of Later Life Advisers (SOLLA).

Q. Have you won any awards?

For the fifth year running we have been chosen as a top 100 firm by New Model Adviser magazine, which is part of the Citywire group of companies.

Q. Do you share our information with anyone else?

Sometimes we do need to share information to obtain illustrations or if we are setting up a new account with an investment platform etc. We don’t share any information to a third party for marketing purposes and we are registered with the information commissioner’s office and registered on the Data Protection Register.

Q. What are you fees?

We operate a transparent and open fee structure that is published on this website. For further information, click here.

Testimonials

I had a couple of pensions, which I wanted to combine. Having researched local financial advisers, it became clear Crown Wealth and Brian were highly recommended. Brian listened to what I was looking for and then made a solid recommendation. Once agreed everything was implemented as and when he said it would be. I am seeing growth over and above what was forecast and more importantly above ...

Find Out More

Mr L. – Shrewsbury

I needed to trust someone that would listen to my needs and ensure that the decisions made were the right ones for my long term objectives. Brian took the time to personally review all my financial matters, including my business operations and properties. Brian was then able to forecast my future in order to meet my personal objectives and wealth.  I have regular meetings with Brian and his...

Find Out More

Mr Williams – Local businessman

We have been meaning to write to you for some time now to thank you for all that you did for J. over the many years you helped her. She held you in great esteem and really appreciated the open and friendly way you helped her. Thank you.

Find Out More

Mr P. – Somerset

I have neither the expertise nor time to maximise my investment opportunities. To seek professional advice was the best option for my wife and for me. Brian reviewed our combined and separate assets and devised a series of investment options for our appraisal and action. Liquid assets have grown well so far.

Find Out More

Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

Find Out More

Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

Find Out More

Mr and Mrs G. – Wolverhampton

Back to Top