About Crown Wealth Consulting

Tailored, expert financial advice for every generation.

At Crown Wealth Consultants, our most important job is to provide clients with the assurance that their financial planning has been arranged in the best possible way to secure their long-term future.

We pride ourselves in providing our clients with the peace of mind that no matter how complicated their situation may be, our team will explore every avenue to ensure they receive expert financial planning and will work for them today and in the future.

About Crown Wealth Consulting

Tailored, expert financial advice for every generation.

We provide advice to our clients on areas such as:

  • Planning for their children’s education such as school fees

  • Saving for future plans and retirement

  • Ensuring clients have enough money in case of emergencies

  • Intergenerational wealth transfers

  • Helping clients and their children arrange finance to purchase properties


The home on which the finance is secured may be repossessed if repayments are not maintained

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What makes us different?

A meeting in progress

Regular reviews

On-going, face-to-face advice and regular reviews to help your financial planning stay on track.

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You have access to a large, multi-skilled team of fully qualified, expert financial planners with many years’ experience in guiding and advising clients.

Rachel Edwards

Support Team

An extensive support team of qualified Paraplanners and Administrators who are up to speed with your financial plans and can be contacted directly.

Lisa Laing

Exclusive access

Exclusive access to the St. James's Place distinctive investment approach, which includes the regular monitoring of their carefully selected group of outstanding external fund managers.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The Crown Wealth Consultants team

St James’s Place Guarantee

We are proud of our financial advising team here at Crown Wealth. They are fully committed and work hard at ensuring they remain as well qualified and as technically able as possible. As a result, St. James’s Place guarantees the suitability of advice given by our financial advisers when recommending any of the wealth management products and services available from companies in the group. More details of which are set out on the following page www.sjp.co.uk/products.