Crown Wealth Management, one of the local sponsors in 2023 for the Tibberton Trot 10K, believes that events like this unite and strengthen communities. All levels of runners, including … Continue reading “”
Find out moreCelebrating Elly’s Exam Success!
Crown Wealth Management has been celebrating Elly’s exam success After successfully passing the CISI Investment Risk & Taxation and the CISI Financial Planning & Advice exams in the last couple … Continue reading “Celebrating Elly’s Exam Success!”
Find out moreGraduate Begins Promising Journey
The doors of opportunity have swung wide open for Luke Franks as he takes his first steps into the professional world. As a recent graduate from Sheffield Hallam University, Luke … Continue reading “Graduate Begins Promising Journey”
Find out moreWe Have Moved!
It is our pleasure to announce that we have moved to a new location! The office has been completely refurbished to our specification and offers us the opportunity to better … Continue reading “We Have Moved!”
Find out moreFive Steps to Manage Your Wealth After a Crisis
In these extraordinary times the Government has pledged unprecedented support to help ensure that our jobs, our incomes, and our homes are protected. But what would happen in ‘ordinary’ times … Continue reading “Five Steps to Manage Your Wealth After a Crisis”
Find out moreWe are working from home
Due to the current situation and Government advice, we have decided to temporarily close our Shrewsbury office. Staff are working from home and we remain contactable by telephone and email. … Continue reading “We are working from home”
Find out moreFCA concerns over non-advised pension drawdown?
A recent report produced by the FCA explains ‘33% of non-advised drawdown consumers are wholly holding cash. Holding cash may suit consumers planning to draw down their entire pot over … Continue reading “FCA concerns over non-advised pension drawdown?”
Find out moreLet’s talk about Rainy Day Funds
What is a Rainy Day Fund? The main purpose of a Rainy Day Fund is to cover one-off unexpected expenses. For example, replacing your car tyres or paying for a … Continue reading “Let’s talk about Rainy Day Funds”
Find out moreSOLLA: The Gold Standard of Advising Clients in Later Life
Our Managing Director, Brian Benson, has recently renewed his SOLLA accreditation after an assessment to test his knowledge and expertise. Brian was tested on various areas, for example, tax and … Continue reading “SOLLA: The Gold Standard of Advising Clients in Later Life”
Find out moreCelebrating Exam Success
Crown Wealth Management has been celebrating as James, Lewis, Elly and Rosie have recently passed their exams (in order of appearance): James passed Investment, Risk & Taxation, and is one … Continue reading “Celebrating Exam Success”
Find out moreCISI Financial Planning Week
Crown Wealth Management is delighted to be supporting Financial Planning Week and will be holding free, one hour meetings which can be booked in advance during the week commencing 3rd … Continue reading “CISI Financial Planning Week”
Find out morePension contributions… are they more relevant than ever?
Final salary (defined benefit) pension schemes are often seen as being very generous, however, most schemes are now closed to new members – building your pension via a defined contribution … Continue reading “Pension contributions… are they more relevant than ever?”
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