Crystal Wealth Management

Independent Financial Adviser  19, Bristol, BS2 8SJ
First meeting at adviser's own cost
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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Healthcare
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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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Employee benefits
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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
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Long term care
Response rating
9.4/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
Mr Hugh Matthews DipPFS
Independent Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the mortgage process and the principles of equity release.

What our clients say
What were the circumstances that caused you to look for a financial adviser? I wanted a complete review of my pension provisions and life cover How did Hugh Matthews help you? Hugh was extremely diligent in reviewing my various pensions and life cover, and made good recommendations for changes. Have you seen the outcome you were hoping for? Yes, I now have a very flexible pension provision that suits my requirements - and life cover to match
JB, Bristol
Hugh is a very knowledgeable and helpful IFA. As well as being very efficient and with good knowledge of pensions and insurance, Hugh is very friendly and personable and really nice to deal with. As new clients, Hugh patiently talked us through the products and was very understanding when we needed some time to think through the options he presented to us. We would be happy to recommend Hugh and we look forward to working with him again in the future.
A&K, Bristol
Hugh has managed my finances for several years now and highlighted the benefits of being a Company Director that I had no idea were available to me. He has done a great job of growing my pensions and always explains the technicalities and pros and cons to me in plain English. Also helped me with a remortgage through a colleague of his, Hugh has been very helpful always at the end of the phone when needed
Karl, Porthcawl
Hugh provides a friendly and approachable service tailored to the needs of each individual. His pension and investment recommendations are far superior to my existing arrangements. Only wish I had contacted him years ago! Highly recommended.
Jon, Bristol
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.

Where to find us
Head office address: 19, Portland Square, Bristol, BS2 8SJ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 18th October 2021

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