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  11. Crystal Wealth Management Limited

Crystal Wealth Management Limited

Independent Financial Adviser  Crystal Wealth Management Ltd, City of Bristol, Bristol, BS2 8SJ
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FCA authorised
Last authorised 7th June 2021
Helping to Create, enhance and preserve your wealth. Help you stay financially well organized.
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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Pensions transfer
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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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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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Large business
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Life insurance
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Small business
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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 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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Group risk
Meet our advisers
MR Drew Brimblecombe DipFA
Partner
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.

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

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

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