Retirement Planning: how much is too much, how little is too little?

Retirement Planning: how much is too much, how little is too little? Retirement used to be about working to your State Pension age (SPA) – the earliest age you can … Continue reading “Retirement Planning: how much is too much, how little is too little?”

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UK Care Guide Partnership

Crown Wealth Management are pleased to announce that we have partnered up with the UK Care Guide to appear on their popular financial adviser directory.  The UK Care Guide site is there to … Continue reading “UK Care Guide Partnership”

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New Starter at CWM

As you may know from previous news articles, we have been enjoying year-on-year growth in double-figure percentages. To support our growth, we have expanded our client services team and Rosie … Continue reading “New Starter at CWM”

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Flowers and Investing

Following on from this year’s wonderful Shrewsbury Flower Show, we have written a short article explaining how the unlikely comparison between flowers and Investments is relevant. Just like the flowers … Continue reading “Flowers and Investing”

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Benefits of an Investment Platform

Most of our clients have a unique set of circumstances that drives them towards financial advice, however, there is usually a shared objective – simplicity. This is where an investment … Continue reading “Benefits of an Investment Platform”

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Crown Wealth Management and Shelton Cricket Club

  There are exciting times ahead for Crown Wealth Management and Shelton Cricket Club in Shrewsbury. We have been on the lookout for a sponsorship opportunity that fits into our … Continue reading “Crown Wealth Management and Shelton Cricket Club”

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The Shrewsbury Club’s latest Club Sponsor

  We’re delighted to become The Shrewsbury Club’s latest Club Sponsor. The partnership includes sponsorship of their popular Club Room meeting venue and also a prominent advertising display alongside their … Continue reading “The Shrewsbury Club’s latest Club Sponsor”

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Topping up the new state pension

Half a million workers short-changed by changes to the state pension will be able to top up at “bargain rates” over the next five years, according to research released by … Continue reading “Topping up the new state pension”

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Keeping it ethical

If you want to invest in the stock market, but are concerned about the activities of some companies, you might want to consider an ethically invested fund. Many fund providers … Continue reading “Keeping it ethical”

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Wishing you a Merry Christmas and a prosperous New Year!

  Crown Wealth Management would like to wish you a very Merry Christmas and a prosperous New Year! Our office will be closed from 12 noon on Friday 23rd December and will reopen at 9 … Continue reading “Wishing you a Merry Christmas and a prosperous New Year!”

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Top 100 Financial Planning Firm

Crown Wealth Management in Shrewsbury has been recognised as a top 100 financial planning firm by Citywire publication New Model Adviser for the fourth year running. New Model Adviser is … Continue reading “Top 100 Financial Planning Firm”

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Autumn Statement 2016: Tax updates and technical changes

    Data Source: Compliance First, 24/11/2016   The 2016 Autumn Statement presented lots of news on taxation and pensions, as well as an overview of the country’s debt and … Continue reading “Autumn Statement 2016: Tax updates and technical changes”

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