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Investment Management Service

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In the good times when investments keep growing it might not seem so important to review your portfolio, but if you do not keep a check on your investments you may be in poor performing funds, taking too much risk or paying too much in charges. Our Investment Management service may be what you are looking for.

 

We start by having an understanding of how much risk you are comfortable in taking to achieve your goals. We need to know how long the money is to be invested for and that you have sufficient funds available to meet any unforeseen emergencies.
We will recommend a portfolio that diversifies your investments across different countries, different asset classes and different sectors to help reduce risk and improve returns. We will recommend appropriate tax wrappers to ensure your investments are tax efficient.

 

When appropriate we will use an investment platform that enables you to view your investments online 24/7. This will also simplify your reporting by providing consolidated valuations, transaction history and consolidated tax vouchers. Your portfolio will be reviewed periodically to include:

 

Comprehensive Performance Review

A summary of how well your investments have performed, comments on the funds, and measurement of your asset allocation to help control risk.

 

Re-balancing the portfolio

This is to ensure that the mix of funds you invest in remain consistent with your attitude towards taking risks.

 

Progress towards your goals

Monitoring your portfolio to ensure that you are always on track to meet your goals.

 

Analysis and recommendations for action

Including changing funds where appropriate and the tax efficiency of your investments.

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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