Crystal Wealth Management Ltd

Independent Financial Adviser  4 Hazel Way, Bath, BA2 2DX
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr Nick Skardon
Independent Financial Adviser

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

What our clients say
Nick has the unusual talent of making complicated financial things clear. An excellent communicator and a great listener. Outstanding, I found!
Moira Butterfield, Bath
Myself and my Wife are expecting our first child in December, and as we are about to become Parents we thought it was also about time we became adults too!! We decided it was wise to have Life Insurance & Critical Care insurance but were horrified at the prices when we looked online. We also were not 100% sure what levels of cover to get and nearly fell asleep by the time we had got half way through all of the small print. This is where Nick from Crystal comes in. Nick was kind enough to offer us an evening face-to-face consultation, and took the time to get to know us so that he could offer us a tailor-made package. He was friendly yet professional; relaxed yet efficient and this was greatly appreciated. The net result is that he has found us a policy which covers everything we need (and more) at a much more attractive price than we have found elsewhere. In short, I cannot recommend Nick highly enough (and in fact I have already recommended him to very good friends of mine and will
Chris Gray, Bath
I can't recommend Nick highly enough. He is knowledgable, and is able to make the complex area of financial planning easy to understand and accessible. All financial planners will say they put your interests first - Nick puts his money where his mouth is and will only advise you to do things that benefit you - he's there for you NOT a sales commission. And the real measure is simple. I am better off for having taken his advice and thats what you want from a financial planner.
Jamie M, Frome
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.

Where to find us
Head office address: 4 Hazel Way, Bath, BA2 2DX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
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
Response rating
7.0/10
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FCA authorised
Last authorised 22nd February 2021

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