Crystal Wealth Management Limited
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
-
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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.
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.
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