Independent financial advisers supporting individual and corporate clients across Bristol, the South West and further afield
Bristol Office: 0117 923 2320
Yate Office: 01454 314 970
Below are brief profiles on each of our financial advisers...
David Birkett BSc DipFA
David has worked in financial services since 1988, becoming independent 10 years later. Specialising in protection, pensions and investments, David works closely with his clients, helping them to gain and retain financial peace of mind and to maximise their options. His ongoing pensions advice enables clients to have more informed choices for their retirement. He co-founded Crystal Wealth Management in 2003.
Meanwhile, he likes to offer a holistic approach to financial planning advice through his close associations with accountancy and legal professionals.
When not advising clients David maintains a keen interest in aviation and sports cars (he is a graduate in Aeronautical Engineering). He also takes rather more sedate pleasure in his touring caravan, which he, his wife and their dog use to explore the English countryside.
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Haydn Vaulters DipPFS
Haydn is steeped in financial services and has acquired a broad knowledge base. His career has progressed from bank assistant with NatWest, on through branch manager for a finance house and on to financial adviser – firstly as a tied agent and, since 1991, as an independent adviser. He co-founded Crystal Wealth Management in 2003.
He advises across the range of financial planning and investments, with a particular specialism in pensions. He attained the ‘G60’ higher qualification in pensions which additionally gives him a deep understanding of historic pension arrangements. He enjoys working closely with individuals, families and businesses, helping them to stay financially well organised and to achieve their financial and lifestyle objectives.
Haydn lives in Yate, north Bristol, where he established a second office for Crystal Wealth. His wife, Siân, manages the day-to-day accounting within the firm and they have one son, Liam.
Darren McGee DipPFS
Darren became interested in banking and finance in his late teens, at first deciding to run his own agency within the Co-operative Insurance, which he grew for 13 years. Seeking to broaden his horizons, he became an IFA in 2000, later graduating with the full suite of Financial Planning diplomas.
He says he “gets a buzz” from helping people to achieve their financial goals, specialising in maximising their pensions and investments, and their life assurance as a security. He primarily advises private individuals and company directors, offering regular reviews to ensure his clients stay financially healthy and on track.
A family man with traditional values, Darren is a hands-on dad and grandad. Not quite so traditionally, he took up learning to play the electric guitar … at age 50.
Peter Godsell DipFA
You can trace Peter’s financial services experience back to 1980. During his early career he worked for, and absorbed the trustworthy knowledge and values of, National Westminster Insurance Services, MGM Assurance (Britain's longest-registered company) and Jelf IFM Financial Planning. Starting off advising individual policy-holders, he progressed to managing and mentoring financial advisers.
He specialises in investments, with a particular interest in pension funds. He also takes pride in his life assurance and inheritance tax planning advice, and works with a trusted network of solicitors and accountants to offer his clients a holistic financial approach. He co-founded Crystal Wealth Management in 2003.
“Every individual’s financial planning is a journey, with very personal goals,” he says. “I like to take the necessary time and care to fully understand you, your family and your personal and business objectives. That way I can formulate a comprehensive, bespoke roadmap to ensure your financial wellbeing.”
Peter and his team regularly review his clients’ portfolios to ensure they’re on target in line with their aspirations and goals.
John Morrison DipFA
Following a short teaching career, in 1987 John followed his interests in financial services, turning his tutoring and mentoring skills to people in need of financial advice. Initially representing Sun Life of Canada, John rose to lead a team of professionals.
Striking out as an independent financial adviser in 2001, he advises corporate clients but specialises in helping private individuals with their medium and long-term planning, continually assessing their unique financial portfolios and tolerance to risk, in pursuit of their financial goals. He co-founded Crystal Wealth Management in 2003.
Drew Brimblecombe DipFA
Drew has spent his entire career in the financial sector. Joining HSBC in 1988 he later progressed to Bristol & West where he became a financial adviser in 1997. After a few years as a tied agent he wanted to expand his knowledge of the financial market by becoming an independent adviser. Following experience with several Clifton-based financial consultancies, he co-founded Crystal Wealth Management in 2003.
Drew advises private and corporate clients on the full spectrum of financial planning. He specialises in advising business owners and directors on business protection, group pensions and self-invested personal pensions (SIPPs), employee benefits packages and succession/retirement planning.
Christopher Hughes DipPFS
Christopher moved into financial services after 12 years specialising in personal and corporate taxation matters.
He joined HMRC in 1977 and later switched to major accountancy firms specialising in the personal taxation arena. He worked for accountants Ernst and Whinney (now Ernst and Young). He then switched to financial services in 1988, joining the multi-national independent advice firm, Noble Lowndes part of the Hill Samuel Group.
He specialises in investment, pensions and taxation matters for private clients. He sees Inheritance tax planning combined with pension legislation changes as the most important tools for the private client. He co-founded Crystal Wealth Management in 2003.
He continues to advocate independent private client services and this is supported by a high level of professional qualifications and over 35 years industry experience.
Andrew Morrison LLB DipPFS
Andrew is the most recent recruit to the adviser team at Crystal Wealth Management. The son of co-founder John Morrison, he joined the company after completing his law degree and enjoying a career in the oil and gas industry, working across several regions of the world.
After joining Crystal Wealth in 2016, Andrew added the necessary financial qualifications to help clients with their planning needs. Being very much at the beginning of his financial career, he hopes to work with individuals and small businesses to build trusted relationships, with a view to achieving their goals and aspirations in the years to come.
Andrew is Bristol born and bred and lives in the city with his partner Sarah.
Taxation advice is not regulated by the Financial Conduct Authority
Crystal Wealth Management Ltd offers independent financial advice to individuals, families, business owners and directors
and is aimed at UK Residents only.
Crystal Wealth Management Limited trading as Crystal Wealth is an appointed representative of In Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority.
© 2019 Crystal Wealth Management Limited | Registered Office: 19 Portland Square, Bristol, BS2 8SJ
FCA registration number: 717673 Registered in the UK Company number: 04931573