1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South West
  6. breadcrumb-arrow
  7. Somerset
  8. breadcrumb-arrow
  9. Bath
  10. breadcrumb-arrow
  11. Crystal Wealth Management Ltd

Crystal Wealth Management Ltd

Independent Financial Adviser  4 Hazel Way, Bath, BA2 2DX
check
FCA authorised
Last authorised 13th September 2021
Helping to create, enhance and preserve your wealth
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
Mr Nick Skardon
Independent Financial Adviser
About us

Crystal Wealth is a team of eight, truly independent financial 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.

Our services

We provide the right financial advice, and actively track financial performance against your unique goals. Financial decisions are among the most important life choices you can make. By taking professional control of your financial situation we will help you to secure a comfortable life for yourself and your family.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

4 Hazel Way, Bath, BA2 2DX

Similar advisers near you

Synthesis Wealth Management
Independent Financial Adviser 1.47 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
See profile
Insight Financial Advice Ltd
Independent Financial Adviser 1.5 mi
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
 
See profile
Truly Independent
Independent Financial Adviser 1.76 mi
Offering a free no obligation initial meeting, we provide independent regulated advice on pensions and investments. We take the stress out of investing, helping clients of all wealth levels across Wales and the West of England.
 
See profile
The Private Office
Independent Financial Adviser 1.83 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
See profile