Specialists in Pension and Trust Matters

Crown Trustees are Specialist Advisors to Pension Schemes & provide Trustee Services to new and existing Trusts

Welcome to Crown Trustees

Pension Advisers, Consultants and Independent Trustees

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Providing Peace of Mind and de-risking your situation by helping you manage your legal responsibilities so you can focus on your business.

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Our services are fully inclusive and our fees are fixed giving value for money.

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One to one bespoke service allowing continuity and full understanding of your situation at all times.

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Point of contact and peace of mind for scheme members with service standard response times for pension schemes with typically upto 250 members.
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Professional trustees and advisers to Discretionary Trusts, Interest In Possession Trusts, Bare Trusts and Settlor Interested Trusts.

Get in Touch

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Secure Your Financial Future with Expert Pension Trustee Consultants

Managing pension schemes and trusts faces many challenges in today’s complex world. At Crown Trustees, our team of advisers and Pension trustee consultants is ready to provide the administration, governance, consultancy, and investment services trustees, employers, and pension schemes need to run their plans.

Our Core Services

system

Systems & Controls development

Design, implement and monitor specific strategies for your scheme

planning

Manage & Advisory

Helping you develop and maintain a workable pension scheme.

financial

Investment Advisers & Consultants

We have the Chartered Insurance Institute Certificate in Discretionary Investment Management to help meet your scheme’s specific and ongoing needs.

retirement

Pension Income Choices

Purchase of annuity or use of Flexible income streams in retirement and many more…………………………..

Why Choose Crown Trustees?

Providing Peace of Mind

Our team is ready to take over your legal responsibilities, allowing you to focus on growing your business. Our expertise ensures the immense peace of mind you need to thrive in your operations.

Inclusive Services with Fixed Fees

Our services come with transparent, fixed fees, ensuring you get high value for your investment. Our value is being straightforward without hidden costs and providing you with the best personal pension scheme.

Bespoke One-to-One Service

We provide one-on-one service that helps us understand your situation deeply, builds a strong relationship, and gives you great value for your investment.

Dedicated Point of Contact

We respond to our scheme members in a timely manner. Our commitment to service ensures that pension schemes with up to 250 members receive prompt and effective communication, enhancing overall satisfaction.

Professional Trustees and Advisors

Our Pension financial advisor offers specialised expertise in managing various trusts, including Discretionary Trusts, interest-in-possession trusts, Bare trusts, and Setllor-Interested Trusts.

Contact us

Get in touch for one meeting to understand your objectives. Book the consultation now.