Crown Wealth Consultants: Advising families with Integrity, Transparency and Expertise

When Matt Sellens founded Crown Wealth Consultants in 2009, he did so with a clear vision: to offer no-nonsense, transparent, client-centred financial advice.

Over the years that founding ethos has remained front and centre: the firm’s aim is to ensure that clients ‘feel assured that their financial planning has been arranged in the best possible way to secure their long-term future’

Despite it’s growth, many of the clients have remained with the firm since it’s early days – a point of pride reflected in the company’s focus on relationships and continuity of care.

What Matters Most: Values and Client Focus

Strong, client centric principles are the foundation on how Crown Wealth provides financial planning advice to its clients:

1. Transparency & Plain Speaking

One of their core promises is that advice will be no-nonsense — delivered in clear, understandable language.

2. Tailored, Holistic Approach

Rather than a “one size fits all” model, Crown Wealth seeks to understand each client’s unique circumstances, aspirations and challenges.

3. Ongoing Partnership & Regular Review

Financial planning is not a one-off event. Crown Wealth emphasises regular face-to-face reviews, ensuring that as life evolves, the client’s plan evolves too.

4. Access to Investment Expertise via St. James’s Place

Crown Wealth provides clients with access to the St. James’s Place investment framework, connecting them to carefully selected external fund managers.

5. Responsibility & Trust

The firm takes seriously the responsibility of helping clients secure their financial futures. Their philosophy centres on reassurance — ensuring each client feels their financial planning is aligned to their goals and long-term well-being.

Excellence Recognised: Chartered Planner of the Year

In 2022, founder and director Matthew Sellens was named St. James’s Place Chartered Planner of the Year, a national accolade that recognises exceptional professionalism, ethics, and client-first service across the St. James’s Place network.

Earning Chartered status is one of the highest professional honours within financial planning — representing the “gold standard” for technical knowledge, continuous learning and ethical conduct. As a Chartered Financial Planner and Fellow of the Personal Finance Society, Matt embodies the firm’s dedication to excellence and integrity.

His award was a moment of validation not only for his personal dedication but also for the culture he has fostered at Crown Wealth — one that combines rigorous technical expertise with genuine human empathy. It reinforced what clients have long experienced: that their adviser is not only qualified but deeply committed to doing what’s right, every time.

How Crown Wealth Looks After Clients: Process & Experience

For clients, working with Crown Wealth involves a structured yet personal journey designed to build confidence, clarity and long-term success. Some key aspects of that client experience include:

• Initial Engagement & Discovery

The team begins by understanding you: your goals, family, financial landscape and aspirations. This ensures that advice is built on genuine insight rather than assumptions.

• Clear Proposals & Rationale

When presenting recommendations, advisers explain each option in plain language — outlining costs, risks and benefits to support informed decision-making.

• Implementation & Coordination

Once a plan is agreed, Crown Wealth coordinates execution: setting up investments, pensions and protection policies and liaising with other professionals if needed. Their support team ensures that every administrative detail is handled smoothly.

• Review, Adjust, Evolve

As life changes — new jobs, children, health issues, inheritance or shifting tax rules — Crown Wealth proactively reviews and adjusts each plan to stay on course. Their commitment to ongoing advice and regular reviews is central to their promise of care.

• Long-Term Relationship Building

Many clients remain with Crown Wealth for years or even decades. This continuity allows the firm to build a deep understanding of each client’s evolving life story — and to anticipate needs before they arise.

• Support Across Life Stages

From saving for education to planning retirement, arranging legacy transfers, or managing long-term care, Crown Wealth aims to support clients through every key financial milestone.

Looking Ahead: The Ongoing Mission

Over a decade since its foundation, Crown Wealth Consultants continues to uphold its founding mission: providing clients with confidence in their financial future. Its growth in expertise and team size reflects not a shift in philosophy, but a deepening of its ability to service clients.

In a complex world of shifting regulation, evolving tax policy, and economic uncertainty, Crown Wealth’s unwavering commitment to transparency, relationship and proactive care remains its greatest strength.

Excellence in financial advice isn’t simply about numbers — it’s about people. Crown Wealth’s clients can be certain their finances are not just managed, but understood and aligned with the lives they want to live.

For more information about Crown Wealth Consultants and the services they offer please visit their website at wwww.crownwealth.co.uk

Crown Wealth Consultant is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products.

Crown Wealth Consultant is a trading name of Crown Wealth Ltd