Financial Planning

Financial Planning is an ongoing process where we undertake a comprehensive review of your finances and objectives to put in place a strategy to help you achieve the lifestyle you desire.

We help answer difficult questions such as:

Do I have enough money to retire early, if not, how much do I need to save to fund the shortfall.
How much income can I draw down from my pension and still have enough for when I am older.
Can we afford to gift money to our children and still have financial security and independence.
Protect your existing lifestyle – Your immediate concern should always be to protect your current situation from whatever might happen, so that should the worst happen, you are at least financially strong.
Plan for the future – Once you are secure in your current situation you can plan for the future, through savings for specific events and pension planning.
Grow your existing assets – Only when your future is secure can you start to build on your investments.

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Testimonials

Nigel and Angela's Story

Nigel and Angela

Paul's Story

Paul

Pauline's Story

Pauline

Susan's Story

Susan

Steve and Julia's Story

Steve & Julia

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!

Dr Y. - Shropshire

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 my expectations. I am more than happy with the service and regular updates provided.

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 team and so far my objectives are on target, not only that Brian talked me through the company pension schemes and advised me accordingly in terms of setting up the group company pension scheme.

Mr Williams – Local Businessman

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.

Mr P. – Mid Wales

Required inheritance to be invested. Brian offered me trustworthy advice in a clear manner.

Mr Jones – Shrewsbury

Both E. and myself have been extremely pleased with the results of the advice you gave us.

Mr and Mrs G. – Wolverhampton

“We help you plan for the future and achieve your desired lifestyle”

“We help you plan for the future and achieve your desired lifestyle”

We help answer difficult questions such as:

Our Qualifications

Our Services

Wealth Management Service

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Testimonials