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
Martyn Wilcox, M Wilcox Electrical Contractors Ltd – Bristol
Peter has built our business relationship over a number of years based on high frequency face to face meetings.
He always takes time and care to listen, understand and establish my aspirations and vision, based on in depth discussions and provides the ongoing planning which keeps my investment portfolio on track.
Both he and his support team help me to accomplish my financial goals in an easy to understand and professional manner.
A selection of client testimonials
Helen Sheppard – Bristol
Over the past few years I have experienced changes in jobs, home, family circumstances and life's ups and downs. Peter at Crystal Wealth Management has been there to independently advise and guide me through, at times, difficult financial decisions.
He has invested time and care in getting to know our family. I have received an excellent service and can now manage my finances with greater confidence.
Dr Philip Jones – Burry Port, Dyfed
At retirement twenty years ago I was introduced to Peter Godsell now of Crystal Wealth Management to look after my financial affairs and investments.
As I am not financially astute I have relied on the advice given. I have been able to do this with complete confidence as financial information is given in clear terms so is easily understood. This peace of mind is of immense value.
I mean this as I have no worries about financial matters knowing I get sensible and honest advice from both Peter and the team he works with.
Stuart & Jill Lang – Martock, Somerset
My wife and I are very pleased with the help and advice that Peter gave to us as regards savings and investments as we approached retirement.
He listened carefully to what we wanted to achieve and gave clear advice as to the options we should consider. Subsequently, we have been more than happy with the performance of our savings and investments following Peter's continued guidance.
Doug Clark – Yeovil, Somerset
Peter has been organising my finances for a number of years in a very professional manner. He arranged for my various investments to be held under one umbrella. After agreeing the degree of risk acceptable to me, the portfolio is reviewed on a quarterly basis and recommendations made for adjustments as deemed necessary (these are always followed).
I am very happy with the return on my investments and have the utmost faith in Peter and his team. I would recommend him to anyone.
John Stoker – Pucklechurch, Bristol
I just wanted to thank you for making the transition from working to retirement a good experience and I cannot believe the time has finally come.
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