James Benson - Crown Wealth Management

James joined Crown Wealth Management in 2015 having graduated from The University of Huddersfield. He started work in the client services team before progressing to a Wealth Management Assistant alongside further study. He is now Level 4 qualified and takes a more prominent role in dealing with both new and existing clients.

With real expertise in and around IT and technology, James leads on all systems, IT and processes within the business. In his spare time James enjoys riding and maintaining his Yamaha motocross bike and keeping fit at the gym. In the evenings you will find James and his girlfriend helping care for their horses, Billy and Alfie.

Qualifications

CISI Level 4 Diploma in Investment Advice (Financial Planning and Advice)

CISI Level 4 Certificate in Paraplanning

Product Design BSc, First-class honours – The University of Huddersfield 2011 – 2015

Exams

UK Regulation & Professional Integrity (Investment Advice Diploma)

Investment, Risk & Taxation (Investment Advice Diploma)

Financial Planning and Advice (Investment Advice Diploma)

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