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

Independent financial advice

For individuals and families

Home  : How we work with youFamilies & Individuals

Plan for your future and secure that of your loved ones. It’s far better than ‘hoping for the best’ – and reassuring when you have a little help.

Whether or not you have already mapped out your life plans and your financial ambitions, we will recommend a review of your current position. Our first discussion will take around an hour – at our expense. During this meeting we will assess your situation, your goals, your attitude to risk and your ethics around investment. We’ll ask you about your family and dependents, occupation and income, expenditure, assets, liabilities, debts, wills, inheritance and pension provision. You can then decide if we are the right people to help you.

 

If you decide we can help, we will meet again to review your current arrangements and to start to develop short, medium and long-term strategies to meet your financial and lifestyle objectives.

 

Only when we have a complete picture of your circumstances and attitudes will we make recommendations or give advice. Wherever possible we will aim to incorporate and maximise any current plans you have. We may also discuss a number of different scenarios to help you prioritise your objectives.

Investments

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savings

Protection

Retirement

planning

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Your life and future: a complete picture

Wealth management can incorporate a number of discrete elements.

 

These include:

Click on the elements 1 - 5 opposite to find out more about our wealth management services...

Tax
planning

Businesses

Tax Planning, Will Writing and Inheritance Tax Planning advice are 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