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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.

Perspective (Crown Wealth)

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (Crown Wealth) is a trading style of Perspective (North West) Limited.

Perspective (North West) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 229808. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North West) Limited is registered in England and Wales Number 04719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North West) Limited is a subsidiary of Perspective Financial Group Limited.

Visit the link below for more information on our Privacy Notice.

Privacy Notice

What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm