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  11. Crystal Wealth Management Limited

Crystal Wealth Management Limited

Independent Financial Adviser Crystal Wealth Management Ltd, 19 Portland Square, City of Bristol, Bristol, BS2 8SJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
8th July 2019
Helping to Create, enhance and preserve your wealth. Help you stay financially well organized.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Employee benefits
    • Group pensions
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Lump sum
    • Regular savings
    • Capital gains tax
    • Estate planning
    • Income tax
    • Wealth management
Make an enquiry Request a call back 08000 449347 Recommend to a friend
Meet our advisers
Drew Brimblecombe DipFA
Partner
Accreditations
Certified Financial Planner
What our clients say
I have worked with Drew on many occasions and he has proven to be a knowledgeable, professional and courteous business associate.
Wajid Darr (Solicitor Cooke Painter Ltd), Bristol
Drew has looked after my pensions, insurances and similar finances for many years and has monitored these excellently, recommending changes as and when required with little input needed from me. Exactly what I want! I would not hesitate to recommend Drew on both a business and personal level.
Bob Quinnell (Quinnell Associates), Olbury Naite Nr Bristol
Drew has a great skill at matching the right product to the right person, giving value without compromise.
Amanda Nethercott (Mark Richard Brokers), Bristol
Where to find us

Crystal Wealth Management Ltd, 19 Portland Square, City of Bristol, Bristol, BS2 8SJ

Make an enquiry
About us

Crystal Wealth Management are Independant Financial Advisors and has offices in Yate and central Bristol. The firm has 9 advisors, all with a minimum of 15 years experience within the Financial Planning sector. The firms clients are largely based in the South West although they are not limited to this area.

Our services

Working closely with a limited number of clients on an ongoing basis means that we maintain very high levels of service and client contact. This enables us to understand our clients lifestyle and Financial Objectives very well. Our approach is very consultative, and with regular reviews of your 'Financial Plan' we can help give you piece of mind that your financial arrangements remain 'on track'. We are very strong in the 'At Retirement' and 'Investment and Pension Portfolio Management' areas. We focus on tax efficient retirement and investment strategies and offer our clients a Pro-active Portfolio Management Service.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Make an enquiry Request a call back 08000 449347 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 449347 Recommend to a friend

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