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
Mark Loader Accounts Manager at Norton Tax Shops Ltd
Drew has helped a number of our clients to understand their pensions and what these are likely to achieve in the future.
Drew takes the time to really understand every client and provides thorough advice and guidance professionally yet in an easy to follow format.
A selection of client testimonials
Simon Fitzgibbon Director at Richard Pedlar Architects
Drew has a good knowledge of appropriate financial products that are available and can explain these in a simple and personable way and with integrity.
Bob Quinnell owner of Quinnell Associates
Drew has looked after my pensions, insurances and similar finances for many years and has monitored these excellently, recommending changes as and when required with little input needed from me. Exactly what I want! I would not hesitate to recommend Drew on both a business and personal level.
Drew is a very attentive IFA. I never have had to wait unduly for information. He explains my investments and options very clearly. Just the right person to guide someone relatively unsophisticated through the savings/investments/ retirement planning maze. I recommend Drew without reservation.
Amanda Nethercott Commercial Director at Mark Richard Brokers
Drew has a great skill at matching the right product to the right person, giving value without compromise.
Stuart Wring Managing Director at Wrings Transport
Drew set up our company pension scheme for all office staff and directors with professionalism and efficiency .
I would recommend his services and will use him again.
Wajid Darr Director and Solicitor at Cooke Painter Ltd
I have worked with Drew on many occasions and he has proven to be a knowledgeable, professional and courteous business associate.
Anne Bennett Senior Associate at Charles Russell LLP
Drew has provided sound advice on pensions and investments that have borne excellent results.
Mr C (Knowle)
“Drew has been advising me since 1997 and has organised me and my investments during retirement. We have quarterly meetings to discuss my Investments, risk and if i am on track with my goals. By doing regular reviews it makes me feel secure knowing my plan is going in the right direction and if we need to make any changes. Drew explains complicated financial jargon so it is understandable, it makes me feel stress free about my finances; I can always get in contact with Drew or Lauren (his PA) which is reassuring.”
Mr G & Mrs J Dawe (Whitchurch)
“Drew and Crystal Wealth Management Provide us with a trusting, friendly and professional service, in the home, where financial matters are discussed and agreed in layman’s terms making decisions simple. Our finances have been kept secure and have matured as predicted.”
Mr L (Long Ashton)
“Very helpful with my pensions and sorting out my ISA’s, Drew listens when you have your own ideas on products. I have found Lauren (his PA) very easy to speak to and from my point of view knowing if I have a problem with finance my first call is to them.”
Mr R J Plews (Solihull)
“Crystal Wealth Management/ Drew Brimblecome deals directly with my pension affairs, keeps me informed of any beneficial change in my finances. With ongoing reviews and annual home/ face to face meetings which is spot on. Clear details on expenditure/financial layouts with close discussion on retaining my pension pot. Monthly payments at the best level, with full projections and support. I like this arrangement, feels secure.”
Mr H (Yate)
“I have been a client of Crystal Wealth Management for many years. Drew provides thorough discussions and risk management appraisals. Crystal Wealth Managed has created investment portfolios covering the transition from working, into retirement and on. I am now in my late 70’s and these portfolios are reviewed every 6 months and are monitored by Crystal Wealth Management on a regular basis. Drew presents financial matters in an understandable way, giving confidence for the future.”
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