Crown Wealth Management
Crown Wealth Management is an independent financial advisory firm based in Shrewsbury. Established in 2006, the firm focuses on managing wealth, reducing risk, and simplifying financial affairs for its clients.
- Long Term Care
- Business Planning
- Investment Advice
- Financial Planning
- Retirement Planning
- Trustee Investments
- Financial Protection
- Tax and Estate Planning
- Wealth Management Service
Locations
Digital Popularity
Available on
Competitors
Masons Independent Financial Advisers is a family-run business based in Shrewsbury, specialising in comprehensive financial solutions.
Throgmorton Associates Wealth Management Ltd is a financial advisory firm that provides a wide range of wealth management services.
Beaumont Wealth is a firm of independent financial advisers with over 23 years of experience in wealth planning.
Company Details
Crown Wealth Management is operated by Crown Wealth Management Limited and is a Active company incorporated on 5 October 2006 with the registered office located in Shrewsbury, Shropshire. Crown Wealth Management Limited was registered 18 years ago.
Status
Active
Size
Micro
Directors
3
Age
18 years old
Employees
9
Turnover
Unreported
Total Assets
£292.74K
Cash in Bank
£195.61K
Total Liabilities
-£44.99K
Teams
4
4
1
Paraplanner • Joined Apr 2010
Financial Planner • Joined Dec 2018
Financial Planner • Joined Sep 2015
Trainee Paraplanner • Joined May 2023
Financial Planner • Joined Dec 2018
Paraplanner • Joined Apr 2010
Financial Planner • Joined Sep 2015
Trainee Paraplanner • Joined May 2023
Director • Joined Nov 2014