Crown Wealth Management is a Shrewsbury-based chartered financial planning firm providing financial planning and investment management to individuals, businesses, and trustees. Brian Benson, the managing director founded the company in 2006 and is a certified financial planner, chartered financial planner and chartered wealth manager. He is also Solla accredited.
The firm’s default investment offering provides investors with the opportunity to combine a passion for ethical behaviour with positive financial return, with the cost saving and performance enhancing benefits of passive investments at heart.
Many clients are approaching retirement or seeking later life advice, such as care fees planning and estate planning. Crown also works closely with other professionals such as solicitors and accountants to provide clients with a holistic and comprehensive service.