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Planning Your Future

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Every great journey starts with the first step!

A good financial plan will look at where you are now, where you want to go, what obstacles you may face on your journey and provide you with a plan on how you are going to get there. Your financial adviser will work with you to help you achieve your goals and step by step will help you on your journey.

Give us a call

The initial meeting is an opportunity to meet with us to discuss the advice you require and for you to ask us any questions you may have. We have a page of most commonly asked questions here.

Come in and see us

We are based close to the Column and the Shirehall at the end of London Road, Shrewsbury. Have a look on google maps here.  We have onsite parking for visitors, just come through the gates, park on your right and we are in the old coach house on the left.

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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