As part of the company’s 10th anniversary, celebrations were held at Tanners Wines in Shrewsbury for a wine tasting evening. The event was enjoyed by around 55 and included clients, employees and representation from local professionals: Hatchers Solicitors, Baldwin’s Accountants and Terry Jones Solicitors.
Brian Benson, Managing Director of Crown Wealth Management welcomed guests and said: “Our original goal was to be known as one of the top financial planning firms in Shropshire and Mid Wales, however, expectations had been exceeded with Crown quickly gaining Chartered Financial Planner status, recognition as a top 10 Independent Financial Adviser in the Midlands and four consecutive years as a New Model Adviser Top 100 financial planning firm in the UK, recognised by Citywire.”
Crown Wealth Management is looking forward to the next 10 years!
