Wealth Management Service

The Wealth Management Service is our flagship service, which combines investment management with financial planning. What is financial planning? That is a good question and you can find out more here.

Clients receiving this service will be provided suitable advice on their entire financial situation, e.g. retirement planning, financial protection, tax and estate planning and long-term care, etc.

Our aim with this service is simple, to help you plan, protect and prosper, ensuring your funds are within a tax-efficient environment and, if required, help you pass on your wealth to the next generation. Ongoing annual reviews will be face-to-face in a friendly environment.

As part of our financial planning process, we find out what is important to you and your future aims and objectives. Some of the solutions we use can be difficult, at first, to fully understand, but we try our best to explain them as simply as possible. There is no such thing as a bad question to ask us!

If relevant, we can work with your other professional advisers, such as your solicitors and accountants, or we could introduce you to our trusted network of professionals to provide an all-round service.

There are no hidden fees or exit charges and we put your aims and objectives at the forefront of every decision.

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Peace of Mind
Desired Lifestyle
Financially Organised
Remove Uncertainty

Our Six-Step Financial Planning Service

1 – Establish the Relationship

2 – Discovery

3 – Analyse and Evaluate

4 – Develop and Present

5 – Implementation

6 – Ongoing Review and Management

What is the cost for this service?

Our Wealth Management Service has a fixed initial cost for a comprehensive Financial Plan. For standard investments and pensions we then charge a % implementation fee if you would like to proceed with our investment advice.

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What This Service Could Include

Investment Advice

Crown Wealth Management invests money using highly diversified low-cost passive funds. Our investment philosophy is to buy and hold over the long term as research has shown that it is incredibly difficult to consistently time the markets.

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Financial Planning is an ongoing process to help you make smart decisions about money that can help you achieve your goals in life; it’s not just about buying products like a pension or an ISA.

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Our Retirement Planning Service is designed to help you answer questions such as:

  • Are my contributions to my current retirement schemes sufficient to provide the level of income that I require in retirement?
  • I have a number of different pensions, could I save costs by combining them to a new scheme?
  • Do I have the correct investment strategy taking into account my attitude to risk or the income target that I have set?
  • How much do I need to contribute so that I will have sufficient income once I retire?

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We have helped many clients put into place strategies to help pass their money down to their children or grandchildren in a tax-efficient way. We can advise you how to reduce the amount of inheritance tax payable on your death and help pass on more to your family.

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We can work with an existing trust or create a new one from scratch – it does not have to be complicated – we will still ensure it is suitable for you and the beneficiaries.

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We can help business owners plan for the future, reduce corporation tax, purchase commercial property using pension funds, setup a workplace pension scheme and put a comprehensive plan in place when receiving company sale proceeds.

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