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Financial Planning

 

Financial Planning is an ongoing process where we take a holistic view of your finances and put in place a strategy to help you make financial decisions to achieve your goals; there is more to it than just buying products like a pension or a stocks & shares ISA.

 

It might involve building a sophisticated cash flow forecast so you can visualise your future so we help answer difficult questions such as; how much income will you require in retirement to support your lifestyle? Can you afford to pay for your grandchildren’s school fees?

 

We aim to:

Protect your existing lifestyle – Your immediate concern should always be to protect your current situation from whatever might happen, so that should the worst happen, you are at least financially strong.

Plan for the future – Once you are secure in your current situation you can plan for the future, through savings for specific events and pension planning.

Grow your existing assets – Only when your future is secure can you start to build on your investments.

Ensure your plans are tax efficient – You should ensure that your plans do not adversely affect your tax situation and you are making the most of the allowances available to you.

 

Financial Planning involves thinking about all of these things together and putting them into a plan. Even if your needs aren’t complex you might want the help of a Financial Planner to give you peace of mind.

Wealth Management Service

The Wealth Management Service is designed for those who require Investment management, financial planning advice and who value an ongoing service with their financial Planner.

Investment Management Service

What is your current investment strategy? How much risk are you taking? Are your investments tax efficient and how often are they reviewed? These are all questions we can help you with.

Financial Planning

Are you certain that you are on track to meet all your financial goals? We can help you make smart decisions about money that can help you achieve your goals in life.

Retirement Planning

Can I afford to retire now? What are my retirement income options? How can I pass my pension funds down to my children? These are some of the questions we can help you with.

Tax & Estate Planning

We aim to enhance your existing wealth by producing the best returns via taking an appropriate level of risk whilst minimizing the impact of taxation and helping to transfer wealth to successive generations.

Trustee Investments

We work with many trustees to ensure that suitable investments are in place and are regularly reviewed to ensure their ongoing suitability.

Long Term Care

As a member of SOLLA (Society of Later Life Advisers) we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury.

Business Planning

Many of our existing clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.

Working with other professionals

We have a network of private client lawyers, corporate lawyers and tax specialists at our disposal.

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 ...

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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...

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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.

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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.

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Mr P. – Mid Wales

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

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Mr Jones – Shrewsbury

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

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Mr and Mrs G. – Wolverhampton

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