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Our Story

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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.

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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