Investment

• Wealth Management
  Crown Wealth Management Limited is authorised and regulated by Financial Conduct Authority reference no: 459515 (www.fca.org.uk/register). Registered in England, Registered No. 05957611, Registered Address Cedar House, Sitka Drive, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG

Planning

• Financial Planning
  We understand that your priority is to manage your wealth, reduce your risk, and simplify your financial affairs, which is why we are dedicated to providing only the highest-level financial planning and investment advice. Completely independent and fully Chartered, we provide a comprehensive analysis of exactly where you are right now and share detailed, practical recommendations to help you move forwards to achieve your financial goals. Your ongoing review ensures our advice remains perfectly tailored and your financial plan is still on track. Based in Shrewsbury, we have been working with our loyal clients and valuable business partners in Shropshire and beyond since 2006.
• Long Term Care
  As I am a Lasting Power of Attorney for my aunt who has dementia, I was advised by her accountant and solicitor to seek advice from a financial adviser about financing long term care and investments. My aunt and I chose Brian Benson @CrownWM because he is a member of the Society of Later Life Advisers; his advice was very clear and concise; and pricing was transparent. I also liked the fact that he is trying to understand dementia as he has a relative who is on a dementia journey. In March, Brian advised me to sell my aunt’s house, buy an immediate needs annuity and invest what was left. This was completed in November. My aunt’s long-term position is now secure and she is happier knowing that she does not have to worry about money running out. Brian has made my job as Attorney much easier and I would highly recommend him and his excellent firm!