Crystal Wealth Management Ltd

Independent Financial Adviser  4 Hazel Way, Bath, BA2 2DX
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FCA authorised
Last authorised 13th September 2021
Helping to create, enhance and preserve your wealth
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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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
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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

4 Hazel Way, Bath, BA2 2DX

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