Crown Wealth Management welcomes financial services undergraduate

30/06/10 Filed in: Crown Wealth Management News

Lewis Benson has joined Crown Wealth Management Read More...

Matthew Clegg joins Crown Wealth Management

24/04/10 Filed in: Crown Wealth Management News

Matthew Clegg joins Crown Wealth Management Read More...

Happy Retirement Chris

23/01/10

Chris, all your friends and colleagues at Crown Wealth Management would like to wish you all the best for your well deserved retirement. Having known you for over 20 years from our early days working together at Crown Financial Managment you have lead from the front providing clients with excellent advice. Well done and enjoy the cricket, the shooting and of course the fishing!

Brian Benson

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25/10/09

Economic update -The Bottom Line

05/09/09 Filed in: Economic Update

The Latest Edition of the Bottom Line - A monthly update on the world economy Read More...

Half of final salary schemes to close by 2012?

18/08/09 Filed in: Retirement Planning

A half of the final salary pension schemes still in operation in the private sector face closure by 2012. Read More...

HMRC wins access to offshore bank account details

15/08/09 Filed in: Tax Planning

Over 300 banks and financial institutions will be obliged to hand over details of their customers’ offshore accounts to the tax authorities. Read More...

No plans for raising retirement age still further

15/08/09 Filed in: Retirement Planning

The government has insisted that there is no need to up the state pension retirement age beyond the increase to 68 planned for 2044. Read More...

Roger Fallon joins client services team

01/02/09 Filed in: Crown Wealth Management News | All

Roger Fallon has joined the client services team at Crown Wealth Management. Brian Benson Managing Director and Chartered Financial Planner said, “The success of Crown Wealth Management has been phenomenal we are really pleased that someone with Roger’s experience has joined us to provide additional support and services to support our client proposition”.

New Adviser for CWM - Christopher Collins

05/01/09 Filed in: Crown Wealth Management News | All

We are pleased to announce that Christopher Collins has joined Crown Wealth Management as a senior financial adviser. Chris has many years of experience many of which have been in the Shropshire area. Chris commented, “I’ve known Brian for over 20 years and when the opportunity arose to join him at Crown Wealth Management, I jumped at the chance, the company has a great reputation and only is one of a small number of firms to hold the prestigious Chartered Financial Planner status”. Read More...

Chartered Financial Planner

19/06/08 Filed in: Crown Wealth Management News | All

We are pleased to announce that Brian Benson has been awarded Chartered Financial Planner Status by the CII (Chartered Insurance Institute), this prestigous title was only introduced by the Privy Council in 2005. To be awarded the Chartered Financial Planner status, an individual has to be able to demonstrate relevant experience, gain CII approved financial qualifications equivalent to first degree level, adherence to the CII’s Code of Ethics and Conduct, and a commitment to continuing professional development. and recognises Financial Planners who through experience and the successful completion of passing the advanced examinations are at the peak of their profession. Read More...

Seminar held at Shrewsbury Town Football Club

12/06/08 Filed in: Seminar News | All

Shrewsbury Town Football Club was the latest venue for seminars held by Crown Wealth Management.
Read More...

Joined Forces with Turner Peachey Chartered Accountants

03/03/08 Filed in: Crown Wealth Management News | All

Still retaining its own brand identity, Crown Wealth Management has become the independent financial services arm of Turner Peachey Chartered Accountants. Based at prestigious new offices at Column House, London Road, acquired and renovated by Turner Peachey last year, Crown Wealth Management’s services will also be available to the firm’s other offices in Welshpool, Oswestry, Shifnal and Bridgnorth.
Read More...

CGT reform from April 2008

24/10/07 Filed in: Tax Planning | All

The Chancellor has proposed reforms to simplify the capital gains tax system by imposing a flat rate
charge of 18% on disposals made by individuals, trustees and personal representatives. The new
rules will apply from 6 April 2008. Read More...

Pre budget speech 2007 - Changes to IHT

24/10/07 Filed in: Budget Updates | All

This is the first of a number of briefings that we will be posting that explain some of the changes to legislation introduced in the 2007 Pre-Budget Speech.

Darling Guarantees All Northern Rock Deposits

17/09/07 Filed in: All

Chancellor of the Exchequer Alistair Darling said the U.K. government will guarantee all deposits held by savers at Northern Rock Plc, a measure aimed at bringing to an end a four-day crisis of confidence in the bank. Read More...

Simply Money our Autumn Newsletter now available

17/09/07 Filed in: All

Will climate change affect you?
Boost your pension now
Family protection: getting back to basics
Finding overseas property taxing Read More...

June Seminar hailed a great success - PCB Solicitors

01/07/07 Filed in: Seminar News | All

Some more great comments from PCB Solicitors in Shrewsbury regarding our June 2007 Seminar.

Click here for the news release from PCB - Firms hail successful Inheritance planning seminar.

Seminar success - by Turner Peachey Chartered Accountants

05/03/07 Filed in: Seminar News | All

Two seminars were held on the 1st and 2nd of March at the Park House Hotel in Shifnal and the Monkhouse Granary in Shrewsbury. Brian Benson from Crown Wealth Management Limited was joined by Ian Morris from Turner Peachey Chartered Accountants.

Click here for a direct link to the news item from Turner Peachey Chartered Accountants