Creating, enhancing and preserving your wealth

Getting the right financial advice, and actively tracking financial performance against your unique goals, are among the most important life choices you can make. Taking professional control of your financial situation will help you to secure a comfortable life for yourself and your family and, if you’re in business, ensure the ongoing viability of your company for eventual sale or handover.

Crystal Wealth is a team of eight, truly independent advisers with well over two centuries of experience between us. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West but we extend our support throughout the UK where appropriate.

Setting and achieving life goals

You may or may not yet have set your goals, such as when and where you’d like to retire or having enough money to fund a loved one’s education or exotic holidays. We’ll help you to define and/or refine your goals, creating a plan which takes into account not only your timescales but also your attitude to risk, your ethics and tax efficiency.

In short, Crystal Wealth will help you to achieve life goals through sound financial planning.

Find out: How we work with you...