Crown Trustees
Business Coaches
Crown Trustees
1105 Christchurch Rd, Bournemouth
# Crown Trustees
Crown Trustees is a specialist advisory firm based in Bournemouth that provides pension scheme administration, governance, and trustee services to employers and pension plans. The firm manages both new and established schemes, typically serving plans with up to 250 members, whilst also offering professional trustee and advisory services across various trust arrangements.
The business serves employers sponsoring pension schemes, trustees requiring independent professional guidance, and individuals navigating complex pension and trust matters. They work with discretionary trusts, interest-in-possession trusts, bare trusts, and settlor-interested trusts, making them suitable for both corporate and private clients.
Crown Trustees distinguishes itself through several key attributes. Their fixed-fee model eliminates hidden costs and provides transparency around service charges. The firm prioritises continuity by assigning dedicated points of contact, ensuring clients benefit from deep understanding of their specific circumstances. This bespoke approach contrasts with more generic advisory services.
Their comprehensive, inclusive service model removes the burden of legal compliance from clients, allowing business owners to concentrate on core operations. The team holds relevant professional qualifications, including the Chartered Insurance Institute Certificate in Discretionary Investment Management, demonstrating genuine expertise rather than generalist offerings.
Response times are guaranteed for scheme members, with service standard commitments that smaller plans typically don't receive from larger practices. Rather than employing a one-size-fits-all approach, Crown Trustees designs customised strategies covering systems development, governance, investment management, and retirement income planning tailored to individual scheme requirements.
Crown Trustees is a specialist advisory firm based in Bournemouth that provides pension scheme administration, governance, and trustee services to employers and pension plans. The firm manages both new and established schemes, typically serving plans with up to 250 members, whilst also offering professional trustee and advisory services across various trust arrangements.
The business serves employers sponsoring pension schemes, trustees requiring independent professional guidance, and individuals navigating complex pension and trust matters. They work with discretionary trusts, interest-in-possession trusts, bare trusts, and settlor-interested trusts, making them suitable for both corporate and private clients.
Crown Trustees distinguishes itself through several key attributes. Their fixed-fee model eliminates hidden costs and provides transparency around service charges. The firm prioritises continuity by assigning dedicated points of contact, ensuring clients benefit from deep understanding of their specific circumstances. This bespoke approach contrasts with more generic advisory services.
Their comprehensive, inclusive service model removes the burden of legal compliance from clients, allowing business owners to concentrate on core operations. The team holds relevant professional qualifications, including the Chartered Insurance Institute Certificate in Discretionary Investment Management, demonstrating genuine expertise rather than generalist offerings.
Response times are guaranteed for scheme members, with service standard commitments that smaller plans typically don't receive from larger practices. Rather than employing a one-size-fits-all approach, Crown Trustees designs customised strategies covering systems development, governance, investment management, and retirement income planning tailored to individual scheme requirements.
Services offered
Pension scheme administrationTrustee servicesSystems and controls developmentGovernance and advisoryInvestment management consultancyRetirement income planningDiscretionary trust managementPension compliance