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
Mr N Claxton, Bath
Since I have been with Crystal Wealth Management my personal financial security has improved immeasurably. I now have great confidence that my financial plans for the future are progressing in an extremely satisfactory way and I am happy that I have the appropriate protection arrangements in place for my family's security.
Haydn, my financial advisor is easy to chat with and makes me feel very much at ease. I find him very easy to get along with and I very much like his forward thinking attitude to business.
Haydn has an ability to communicate some of the more complex topics we discuss with great clarity, this enables me to make important decisions with ease and have confidence in them. I never feel railroaded to go in a particular direction and Haydn's advice always seems considered and tailored towards my individual needs and attitudes.
I like that I have one point of contact rather than having to deal with someone different each time I wish to seek advice or make changes to my financial affairs.
Crystal Wealth Management, Haydn and his team are consummately professional in all matters and a pleasure to work with. I do not hesitate to give my wholehearted recommendation.
Mr & Mrs Ord
Working with Crystal Wealth Management has transformed the management of our finances. This is a company that really cares for its clients and that is very reassuring. Through our adviser Haydn Vaulters we receive responsive and attentive care and we know we have all year round access to his invaluable support and advice
A selection of client testimonials
Mr J Walker, Yate
Just a quick note to thank you for the excellent services you have provided over the last 5 years for our company and me personally.
Your unique and personal approach to looking after all members of our Company Pension and Health Care Schemes are first class. All of our employees are extremely happy with your offerings and the way you deliver them.
Our company has benefitted greatly with your initial dealings with us towards the new pension rules brought in by the UK Government a few years ago, which has resulted in me personally recommending you to other companies. I have no hesitation in recommending you to anyone who has pension planning requirements.
Certainly the one thing that impresses me most is your professional business attitude, combined with a very courteous persona.
Looking forward to working with you closely in the next few months on our Annual Pension Review, and the ongoing suitability of our current healthcare provider.
Mr C Wyborn, Alveston
We have been one of your clients for many years and feel very confident to allow you, through Crystal Wealth Management to advise my wife and myself on financial matters, with particular reference to savings and investments.
The annual increase in the value of our investments year on year, gives us a great feeling of security and trust in you and your team going forward.
We feel that over the years we have become friends and that when we are with you or a member of your team, we are treated as individuals, rather than just another 'account'.
We particularly appreciate the way that you monitor our investments and at the appropriate time ask for authorization to amend the portfolio - in our best interests.
The annual review meetings are enjoyable, useful and always result in giving us confidence regarding our retirement income.
Both I and my wife are, and have been in the past completely satisfied with the service provided by Crystal Wealth Management and would never hesitate in passing on a recommendation.
Mr N Rippington, London
I don't have time to follow the stock exchange or keep an eye on the best pension deals. With a young family to support and a time consuming job in London, it is hard enough to cope with the everyday problems life throws at us.
Fortunately, Haydn at Crystal Wealth Management advises me on how best to handle my money, so that I can carry on with the things that matter to me now, rather than fretting about what might happen in the future.
Instead of pouring over figures, I can spend time on the fun things in life, like taking my five year old daughter to swimming classes and writing my latest novel.
It's not as if I've handed over full responsibility of my arrangements in ignorant bliss either. I can choose what level of risk I prepared to take with my investments and Haydn keeps me in touch all the way, with regular updates and a full Annual Review.
It's a service I would be delighted to recommend to anyone.
Mr & Mrs P Wake, Bristol
Haydn Vaulters has been our Financial Advisor for about 20 years and in that time has advised us on Life Protection, Mortgage Protection, Pension and Investments. We have mainly followed his professional advice and have not been disappointed with the outcome.
He has always been very straight with us in all dealings, advising costs and reminding us at regular intervals that investments can increase and fall due to market conditions, but I am glad to say that with the expert way Crystal Wealth Management manage our investment portfolio, we've had far more gains than losses, this being due to our quarterly investment reviews, their advice, along with our yearly in-depth whole Financial Planning Review.
We would recommend Haydn Vaulters and Crystal Wealth Management as an honest, forward thinking and well balanced financial advisory service to anyone who requires fair, unbiased financial advice.
Mrs A Guest, Yate
Crystal Wealth Management has taken care of our pension arrangements for many years, during which time our investments have weathered the recession storms and are healthy and on track. I say Crystal Wealth Management have 'taken care of our pension' as I feel this is what Haydn has done.
He has taken the time to understand our needs, in a friendly and professional manner, and at our Annual Review meeting he provides full information in a way that is immediately understandable, with recommendations that are fully backed with information.
I think our successful relationship with Crystal Wealth Management is because we feel confident in Haydn's years of experience in the industry and also being able to contact him easily if we have any queries.
Mr & Mrs Ryding, Bristol
Our family have been a client of Crystal Wealth Management for over 15 years, during which time they have given bespoke service on a range of financial matters. Proffered personal advice has followed a detailed assessment of our needs.
Ongoing reviews of our financial position has resulted in us focusing on the need to invest judiciously, given at times, extreme volatility in world investment markets, with a level of appropriate risk.
Resulting benefits have significantly outweighed the price paid for services rendered.
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