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  11. Crown Wealth Management Limited

Crown Wealth Management Limited

Independent Financial Adviser  Cedar House, Shrewsbury Business Park, Shrewsbury, Shropshire, SY2 6LG
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FCA authorised
Last authorised 10th May 2021
Totally transparent fees published on our website, highly qualified staff to help provide you with financial peace of mind.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Nigel Walker Dip PFS
Senior Financial Planner
MR Brian Benson FPFS CertPFS (DM)
Chartered Financial Planner / Managing Director
About us

As a firm of Chartered Financial Planners, we combine significant business experience, extensive financial services knowledge and a high level of personal integrity to provide either a complete financial planning service of advice on specific areas.

An initial exploratory meeting is available without charge, obligation and with no time limit.
We believe in developing long term relationships with our clients, helping them to clearly identify their goals and objectives.

Our services

Help you to get financially organised

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Cedar House, Shrewsbury Business Park, London Road, Shrewsbury, Shropshire, SY2 6LG

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