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

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Complaints, Privacy Policy and Copyright

1. Privacy Policy

1.1 Crystal Wealth Management Limited ("CWM") is committed to protecting your personal information and other data provided to CWM via this and any other IFA web site ("Web Site"). Please read this Privacy Policy carefully as it contains important information about the use of any information you provide to CWM via this Web Site. This Privacy Policy explains what information CWM collects about you, and how CWM collects and uses your information, including setting out the circumstances where CWM could provide it to third parties. You should also read the separate CWM User Terms that are applicable to this Web Site. To view the User Terms click here.


1.2 Because of the financial nature of CWM's business, CWM's products and services are not designed to appeal to or to be sold to persons under the age of 18. Therefore, CWM does not knowingly attempt to solicit or receive any information from children.

2. What information CWM collects and what does CWM do with it

2.1 CWM may use your information to notify you of news about CWM, changes to the Web Site, special events or new services that CWM thinks may interest you. If, at any time, you would rather not receive any such information, please either tick any relevant "opt-out" box on the page where you are asked to give your information or you may contact CWM via the link shown below. In these circumstances, CWM will need to keep your information on file so that you can continue to use the Web Site and so that CWM can deal with the administration and security of the Web Site, but CWM will not e-mail you or contact you by telephone, fax or post without your consent.


2.2 The nature of CWM's business is such that CWM may on occasion ask you to provide sensitive personal data as defined in the Data Protection Act 1998 (for example, questions relating to your health where that information is required in order to provide life assurance quotations). Where CWM does so, CWM will request your explicit consent to the use of such sensitive personal data. Where you consent to provide CWM with this information CWM will take appropriate measures to protect such sensitive personal data.


2.5 CWM or third parties hosting servers on CWM's behalf may also monitor traffic patterns and usage of the Web Site to help it to improve the Web Site design and lay out.


2.6 Please note that CWM is not responsible for what any third party content provider or other third party offering goods and services via web sites linked to this Web Site may propose to do with information about you. So please ensure you read their terms and conditions carefully.

3. Sharing of Information with Third Parties

3.1 CWM will not disclose your personal information to third parties other than as described in this clause (unless it is legally required to do so). CWM may need to pass your information to third parties who help CWM to maintain, administer or develop the Web Site but, if so, that information is only given to those third parties for that limited purpose. In addition, CWM may provide aggregate statistics about its customers, sales, traffic patterns and related Web Site information to reputable third-parties, but these statistics will include no personally identifying information.


3.2 CWM reserves the right to access and disclose personal data or information to comply with applicable laws and lawful government requests, to operate its systems properly, or to protect itself or its users.

4. Your Consent

4.1 You acknowledge and agree that:

4.1.1 in the course of registering or using this Web Site and any services offered via this Web Site, certain information about you will be captured electronically (including sensitive personal data where required, but this will be subject to you giving your explicit consent in such cases) or otherwise and transmitted to CWM or and, potentially, to any third parties as set out above, or to third parties who host CWM's web servers or assist CWM in maintaining this Website; and


4.1.2 CWM may send your information outside of the European Economic Area for processing or use in accordance with this Privacy Policy.


4.2 By using this Web Site, you expressly agree to the collection and use of your information for the purposes set out in this Privacy Policy.


5. Changes to Privacy Policy

CWM reserves the right to add to or change the terms of this Privacy Policy in its sole discretion, without prior notice to you. If CWM changes this Privacy Policy, CWM will post the new Privacy Policy on the Web Site, and it will become effective from the time of posting to the Web Site. Please visit this Privacy Policy on a regular basis to make sure you have read the latest version and you understand what CWM does with your information. Wherever possible, CWM will give you notice of any changes prior to their implementation.

6. General

This Web Site contains links to other web sites. Please be aware that CWM cannot be held responsible for the privacy policies of such other sites. CWM encourages its users to be aware when they leave the Web Site and to read the privacy statements of each and every web site that collects personally identifiable information. This privacy statement applies solely to information collected by this Web Site.

7. Feedback

If you have any queries or problems with regard to this Privacy Policy or the uses to which CWM puts your information, please contact CWM via the link shown below.


Click here to contact us if you have a question about our terms or policy.


All rights in the pages of the Crystal Wealth website are reserved by Crystal Wealth. You must neither reproduce nor distribute in any material form or medium other than for private purposes any part of these pages, including photographs, in accordance with the terms of the Copyright, Designs and Patents Act (1988) without the permission of Crystal Wealth.


We’re sorry if you feel you need to complain but letting us know when you’re unhappy gives us the opportunity to put matters right for you and improve our service for everybody.


For further information on how we can put things right please, see our Complaints Brochure.

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