Brian Benson

Please provide a brief comment about your experience with Brian

Very helpfull

What were the circumstances that caused you to initially look for an adviser?

We were unhappy with the level of expertise that our previous financial adviser was showing a few years ago, albeit when the financial market was having a difficult time, and we were recommended to Crown Wealth by a accountant friend of ours .

How has Brian Benson helped you?

After our initial meeting when our personal circumstances were discussed fully our portfolio was changed and we now have a range of investments which suit us at this period of our lives.

Have you seen the outcome you were hoping for?

Now retired we require financial planning as well as investment growth and Brian and his team have provided the expertise we were looking for.

What could they have done better?

Because we have only been with Crown Management for about 2 years it is still early days but to date we have every confidence that Brian and his team are doing what we expect of them .

What were the circumstances that caused you to initially look for an adviser?

Savings and investment advice initial discussion and overview. Establishment of professional adviser for the purposes of future continuity.

How has Brian Benson helped you?

By listening thoughtfully to my exposition of our asset wealth position and offering positive comments where he felt these would be helpful constructive and apposite to our discussion.

Have you seen the outcome you were hoping for?

At this stage I required only an introductory discussion as I myself manage investment in my Hargreaves Lansdown SIPP and our own private non retirement fund investments and hope for the foreseeable future to continue doing so. My wife whilst fully appraised of and in agreement with the aims and structure of my investment policy does not wish to participate in the decision making and will require advice from Crown Management in the event of my death or mental incapacity.

What could they have done better?

The content of the two initial discussions we have had with our financial adviser to date was entirely consistent with and adequate to satisfy the limited objectives we currently have in mind in consulting him and will have provided him with a summary of our financial resource position at the present time. It is intended this will be updated on an annual basis so that should more detailed or specific advice be required in the future he will be able to ascertain the then current position without undue difficulty or extensive further enquiry.

What were the circumstances that caused you to initially look for an adviser?

Transfer of a company pension plan fund.

How has Brian Benson helped you?

Brian & his team arranged the transfer & sought the best fit fund managers & investment portfolio's to meet the requirements that I had discussed with them.

Have you seen the outcome you were hoping for?

As I have now reached the age of 50 I have now moved my investment portfolio to a less risk based investment strategy. Brian & his team made all the arrangements & effected the change with the usual seem-less efficiency.

What could they have done better?

To date my experience of CWM has always been that of prompt, efficient service.

What were the circumstances that caused you to initially look for an adviser?

I had been without an adviser for several years.

How has Brian Benson helped you?

Brian chose a pension product appropriate for me by asking me to complete a risk questionnaire. I also found him, and do so on an ongoing basis, to be very clear with his explanations of how pension products operate. and very clear with his explanations of his firm's costs.

Have you seen the outcome you were hoping for?

My fund has grown by an average of 10% p.a. since Brian started advising me in 2009. I am very happy with that !.

What could they have done better?

I really cannot fault Brian on anything. The thing I like about him the most is his sincerity in wanting to do the best for his client rather than the best for his firm.