Crystal Wealth Management Limited

Independent Financial Adviser  10 Homefield, Gloucestershire, Bristol, BS37 5US
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FCA authorised
Last authorised 13th September 2021
For an Independent, personalised and professional service, where we listen and take time to understand your Financial planning needs.
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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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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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 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 Haydn Vaulters DipPFS
Independent Financial Adviser
About us

With 25 years financial planning experience, we help our clients define and address the financial planning needs that are important to them.

Currently a significant amount of our advice is directed at retirement planning, where the rules and regulations have changed significantly over a relatively short period.

We consider ourselves experts in this area and have helped many clients make important and informed planning and 'retirement income' decisions over the last few years. This advice has enhanced their lifestyle and peace of mind in retirement and helped them to avoid the pitfalls of the recent changes to pension legislation.

We provide a high quality service, that is affordable and designed to provide our clients with expert advise to help them stay financially well organized, make informed decisions, improve their lifestyle and enhance their financial well being.

Please scroll down and read the testimonials section of this website to obtain an overview of what our clients say about us and the services that we provide them with.

Our services

We listen and take time to understand what Financial Planning objectives are important to you and develop a plan to help you address them.

Our primary focus is to help clients develop tax efficient retirement and investment strategies to meet their needs during their lifetime and to pass on their estate tax efficiently after death.

Please scroll down and read the testimonials section of this website to obtain an overview of what our clients say about us and the services that we provide them with.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

10 Homefield, Yate, Gloucestershire, Bristol, BS37 5US

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