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Perspective (Crown Wealth)

Founded in 2006 by Brian Benson, Crown Wealth Management is a privately owned and truly independent firm built on strong values and a client‑focused approach.
They are proud to work closely with a wide network of professionals, including solicitors and accountants, with many client referrals continuing to come through these trusted relationships.

Crown Wealth has also grown into a genuine family business, with Brian’s sons, James and Lewis, joining as financial planners in 2015 and 2016 and Nigel’s son Alex joining the client services team in 2025. Their involvement provides a clear succession plan and strengthens the warm, family‑focused culture our clients value.

In March 2026, Crown Wealth Management Limited became Perspective (Crown Wealth). By joining Perspective Financial Group Limited, the business is now part of a larger organisation with enhanced resources, while continuing to uphold the same ethos, ethics, and client‑centred approach that have always defined the firm.

Our Financial Planning Services in Shrewsbury

At Perspective (Crown Wealth), we pride ourselves on providing expert financial advice and wealth management for individuals and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors in Shrewsbury are here to help. See our full list of financial planning services.

Contact the Perspective (Crown Wealth) team today to find out how our financial advisors in Shrewsbury can support you with your personal or corporate financial planning needs.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk