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We are a firm of Chartered Financial Planners and independent financial advisers based in Shrewsbury, covering Shrewsbury, Telford and the wider Shropshire and Mid Wales areas. We provide Wealth Management, Financial Planning and Investment Management Services.
 
Crown Wealth Management was founded in 2006 as an independent financial adviser offering a fee based financial planning service. In those early days many relationships were forged with local firms of Solicitors and Accountants leading to 2008 when the company moved into its current premises at the old Coach House by the side of Column House, home to Baldwin Turner Peachey Accountants formerly known as Turner Peachey Chartered Accountants.
 
We used the  term Wealth Management in our company name as it best describes the service where we feel we add the most value to our clients; helping our clients to grow, protect and pass on their Wealth. We have an open and transparent fee structure which is targeted to offer the best value to those with over £150,000 of invest-able assets who are approaching retirement or already retired.

 

Local business owners who require individual or corporate investment or pension’s advice and Trustees who require initial and ongoing investment advice.
 
For the last four years we have been acknowledged as one of the top 100 financial advisers by New Model Adviser magazine, a Citywire publication. Brian Benson our managing Director is also a Chartered Financial Planner, a Certified Financial Planner, SOLLA accredited and holds the title of Chartered Wealth Manager with the Chartered Institute for Securities and Investments. He was recently mentioned in a Mail on Sunday guide as one of Britain’s top rated advisers.

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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