Crown Wealth Management
About the Business
Welcome to Crown Wealth Management, a distinguished establishment situated at Cedar House in the heart of the vibrant Shrewsbury Business Park in the United Kingdom. We are a bespoke financial advisory firm, catering to the diverse financial needs of our esteemed clients with a personalized touch in all our services.
At Crown Wealth Management, we value your financial aspirations, and we aim to offer you comprehensive finance solutions that align with your objectives. We believe that each client's financial journey is unique, and we strive to make it simple and effortless. With our team of expert financial advisors, we design a personalized investment portfolio that caters to your needs, goals, and unique risk appetite.
Our wide range of services includes wealth management, portfolio management, investment advice, retirement planning, tax planning, and inheritance planning. We understand that navigating the finance world can be overwhelming, and our team is always on standby to take you through every step of the process. We pride ourselves on offering professional and objective advice, which is why our clients trust us to manage their money.
Our offices at Cedar House boast state-of-the-art technology and modern amenities, creating a serene and conducive environment for all meetings with our advisors. Our team understands that our clients are busy individuals with a busy schedule and offer flexible meeting arrangements to ease the stress of balancing priorities.
As a point of interest in the Shrewsbury Business Park, we are dedicated to being an active member of the community. At Crown Wealth Management, we value our reputation and strive to maintain ethical business conduct in all our interactions with our clients and community at large.
In concluding, Crown Wealth Management is the ideal establishment for all your financial needs. With a dedicated team of professionals, personalized investment portfolios, and flexible meeting arrangements, you can rest assured that your financial aspirations are in the right hands. We welcome you to visit Cedar House and begin your journey to financial freedom.
Photos
Location & Phone number
Cedar House, Shrewsbury Business Park, Sitka Dr, Shrewsbury SY2 6LG, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I approached Crown on the recommendation of a local Solicitor. My Mother required long term care and there was a need to consolidate her assets in order to pay for these substantial costs: There was a net shortfall in her annual income (pension) to cover these new costs. The team at Crown lead by Brian Benson created a portfolio of investments to recoup the shortfall and to date these investments have surpassed the initial targets."
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