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Your Trusted Adviser

It can take time to become your trusted adviser, but that’s how many people see us. We can help you become financially organised, give you peace of mind and help you plan for the future. We can  introduce you to others and stand by your side to support you when you need us most. We know Accountants and Solicitors across Shropshire and Mid Wales, including Shrewsbury, Telford, Oswestry, and Welshpool. Working together we will ensure you have financial peace of mind, ensure your Will is up to date and that a plan is in place if you need support.

A Personal Service

We are a local firm and we pride ourselves on being a friendly and approachable company. Your financial adviser will be your main contact but you will be on first name terms with all the staff.

Our Service will be based around you

We are here to support and advise you, we can prepare bespoke investment strategies, cash flow forecasts to ensure you are on track to achieve your goals and provide estate planning advice to help you pass your assets to the next generation.

Independent Financial Advisers

When it comes to financial advice your adviser can compare your options across the whole market, not just just a few providers or investment houses.

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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