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Wealth Management Service

 

The Wealth Management Service is designed for individuals that require; financial planning, investment management and an ongoing service. Our aim is to help you plan for the future, preserve your existing wealth, ensure your investments are tax efficient and, when required, help you pass on your wealth to the next generation. We can work with your professional advisers, such as your solicitors and accountants, or we could introduce you to our own network of professionals to provide an all-round service. Typically, our Wealth Management Service is for client’s with more than £250,000 of investable assets.

 

We advise on the following areas within the Wealth Management Service:

 

  • Investment Management
  • Financial Planning
  • Retirement Planning
  • Financial Protection
  • Tax and Estate Planning

 

 

 

 

 

 

Wealth Management Service

The Wealth Management Service is designed for those who require Investment management, financial planning advice and who value an ongoing service with their financial Planner.

Investment Management Service

What is your current investment strategy? How much risk are you taking? Are your investments tax efficient and how often are they reviewed? These are all questions we can help you with.

Financial Planning

Are you certain that you are on track to meet all your financial goals? We can help you make smart decisions about money that can help you achieve your goals in life.

Retirement Planning

Can I afford to retire now? What are my retirement income options? How can I pass my pension funds down to my children? These are some of the questions we can help you with.

Tax & Estate Planning

We aim to enhance your existing wealth by producing the best returns via taking an appropriate level of risk whilst minimizing the impact of taxation and helping to transfer wealth to successive generations.

Trustee Investments

We work with many trustees to ensure that suitable investments are in place and are regularly reviewed to ensure their ongoing suitability.

Long Term Care

As a member of SOLLA (Society of Later Life Advisers) we are one of three accredited independent financial advisers within a 50 mile radius of Shrewsbury.

Business Planning

Many of our existing clients based in Shrewsbury, Telford and across Shropshire and Powys are business owners who require specialist financial planning advice.

Working with other professionals

We have a network of private client lawyers, corporate lawyers and tax specialists at our disposal.

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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