Crystal Wealth Management

Independent Financial Adviser  19, Bristol, BS2 8SJ
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FCA authorised
Last authorised 26th July 2021
Optimising your pension so that you can afford your best retirement
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Hugh Matthews DipPFS
Independent Financial Planner
About us

Crystal Wealth is a team of ten, truly independent advisers with well over two centuries of experience between us. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West but we extend our support throughout the UK where appropriate.

Our services

My business is knowledge - I help people to make better decisions with their money.
With over a decade of experience as a Financial Services Professional I now concentrate on Pension Growth and Retirement Planning.
I give value to clients by implementing strategies to pay less tax and maximise and preserve their legacies so that they can go on to achieve their objectives particularly in their golden years. I also have expertise in Investments, Wills, Trusts, Estate Planning, Equity Release and Business Protection.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

19, Portland Square, Bristol, BS2 8SJ

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