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

Helping to create, enhance and preserve your wealth

Hilary Woodruffe Saving you Time and Money through Computer Training

Many thanks for all your help in organising my pension, life assurance and investments. You were thoroughly professional yet friendly and approachable; everything was explained in plain English

 

I really appreciated your sympathetic help in dealing with the financial aspects following a death in the family.

David Birkett BSc DipFA

A selection of client testimonials

Home  :  Who we are : Your advisers : David Birkett

Sandi Littler  Director & Virtual Assistant - Behind the Scene Virtual PA Ltd

My husband and I required straightforward, professional financial advice from someone that we could trust and we met with David and asked him to assist us in ensuring that our immediate and future financial needs were protected. After discussing the various requirements with David in detail, and giving him quite a restrictive budget to work with, he fully researched all avenues, prioritising the policies needed to meet our more urgent requirements and providing information on potential future requirements. David’s vast knowledge and experience in his field is evident and he has the ability to make you feel at ease whilst always remaining professional. We would have no hesitation in recommending him.

Stephen and Mandy Meadows Bristol and France

I have known David since 1988 when he first advised me about pensions. Over the following years David has given my wife Mandy and I advise and help on everything from life assurances to pensions, with regular meetings to review. Over the years we have seen him build a very successful career and business.

 

David wadded through a mountain of documents when Mandy and I decided to retire early to France and sorted out all our various policies combining private and company pensions. These are now split into various funds and overall are performing well. David has very good current market knowledge and will always offer alternative ideas on investments. David is more than a financial advisor, he has also become a trusted friend and we would not hesitate recommend him.

Liz Watkins Director Watkins and Tasker Vet Group and Founder Chunk Training

David has organised my financial matters for many years. He has always delivered on promises and meticulously researched queries.

Dylan Griffiths Owner, DDS Consultancy

Dave has provided a great service for both me and my wife in a fast and efficient manner. His professionalism is outstanding and I am, more than happy with his recommendations and advice. Thanks Dave really great stuff.

Jo Cooper-Burrows Designer at printing.com @ ap Signs & Print

David has taken all of my 'bit here bit there' pensions and used them for one pot. He makes sure they are reviewed on a regular basis and therefore get the best financial results.

David also put the best personal protection in place that I know will look after my family should anything happen to me, which gives me real peace of mind. I would highly recommend David.

Tim Stringer Divisional Director at Integral Interiors

Dave has taken on most of my pension investments and i can very much vouch for his services as first rate, very knowledgeable. Would recommend Dave wholeheartedly.

Mike Hannay, Director, Force 4 Computing Ltd - Website Design

To disclose all your financial affairs and to re-evaluate how best to financially plan for the future can seem a daunting task. David provides an excellent structured approach to this exercise, he's very knowledgeable, makes insightful suggestions and he quickly sorted out our rather shambolic range of policies. Not only is it now very reassuring to know that our financial plans are regularly reviewed and funds re-allocated according to developments, but we are also able to ensure that we remain on target regarding our financial objectives. I would have no hesitation in recommending David for the knowledgeable and professional service that he provides.

Mark Yates  Scan, Film or Store Ltd - Backing up your paper records

David took over my fragmented pension pots that were performing very poorly and combined them into a fund that he manages on my behalf. Over the last 3 years I have seen in excess of a 15% return on my investment. The key to his success is that he looks at the whole market and switches funds away from investments that are not doing so well. I have been delighted with his expertise and professionalism -- and the money he has made me!

 

In addition I have used David to provide me with Keyman and Shareholder Business insurance protection for myself and my business partner to link in with business wills and recently he is masterminding a SSIP (Small Self Invested Pension) to enable me to purchase my new warehouse headquarters.

 

He's a good guy who knows his stuff -- I would recommend him to anyone serious about their future investments.

Adrian Summerton  Director at DragonPSR Ltd

Financial Advisers, used car salesman and recruitment consultants (which I am!) have something in common - we often get bad press for lacking honesty, integrity and being too "salesy". Dave is a genuine and rare exception to this I’m pleased to say. I have found him to be of the highest integrity with an unusually disarming style that makes him easy to trust and this is particularly important when discussing personal or sensitive matters. On top of all this he's an all round good guy and I would highly recommend him.

Alice Cox  Kingston Garage

David has been our advisor for many years and we have recommended him many times. He is an advisor that we feel we an trust to look after our best interests at all times, often thinking outside the box and providing a quality service that right for his clients. Thank you David.

Crystal Wealth Management Ltd offers independent financial advice to individuals, families, business owners and directors
and is aimed at UK Residents only.

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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.

© 2017 Crystal Wealth Management Limited  |  Registered Office: 19 Portland Square, Bristol, BS2 8SJ

FCA registration number: 717673      Registered in the UK     Company number: 04931573