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Crown Trustees

Pension Advisers, Consultants
and Independent Trustees

Contact Information

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The Picture House
307 – 315 Holdenhurst Road
Bournemouth
Dorset
BH8 8BX

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01202 383388

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help@crowntrustees.co.uk

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Quick Links

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Privacy Policy

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Best Execution Policy

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Client Classification

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Conflicts of Interest Policy

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Your Guide to Making a Complaint

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2Plan Personal Client Agreement

Competencies

Crown Trustees is a trading name of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. 2 plan wealth management Ltd is entered on the FCA register (www.fca.org.uk) under reference 461958. Registered office: 2plan wealth management Ltd, 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ. Registered in England and Wales under Number: 05998270.

The guidance contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: https://www.financial-ombudsman.org.uk/contact/index.html

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