Crown Wealth Management is privately owned and was founded by Brian Benson in 2006. Brian had previously worked for multinational companies in senior positions and wanted to build his own company using the skills and knowledge he learnt over the years. It was important that the advisory service was personal, independent, and offered transparent fees.
Brian soon became a Chartered Financial Planner and Certified Financial Planner to show his commitment and provide the best possible advice to clients.
In the early years, Brian created many relationships with local professionals, such as solicitors and accountants by attending networking events and presenting at seminars. As our brand awareness increased, the success of Crown Wealth Management grew and we moved into the old coach house next to Column House (formally Turner Peachey, latterly Baldwins Accountants) in 2008.
We believe that wealth management is a combination of financial planning and investment management, which is why the term is used in our company name and is the top service in our proposition.
We have been experts in our field for over 10 years and advise clients on many areas, which makes us well-placed to understand your individual needs. Please read examples of our client profiles.
Last but not least, we are incredibly proud to have been recognised by New Model Adviser as a Top 100 Financial Planning Firm since 2013 and a Top 10 Financial Planning Firm for digital marketing in 2017. He has been mentioned in a Mail On Sunday guide as one of Britain’s top rated advisers.