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.