Crystal Clear Financial Management
Crystal Wealth Management are here to offer you crystal clear advice and support you in creating, enhancing and preserving your wealth
Creating, enhancing and preserving your wealth
It’s one of the most important decisions that you’ll make in your life: who is going to give you the right financial advice and, just as importantly, who will be actively tracking financial performance against your unique goals.
At Crystal Wealth, we will take professional control of your financial situation and 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. Since 2003, we have been helping 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
Have you already set your goals? When and where you would like to retire? Will you have enough money to fund a loved one’s education? Or be able to go on that exotic holidays you’ve been promising yourself?
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…
Call us today to arrange a convenient time for a free, no-obligation discussion of your financial ambitions. We are here to help you. Phone: 01179 232 320
Contact us to arrange a free, no obligation, initial consultation.
What we believe is important
Peace of mind
Clear Advice
Financial Control
Families and Individuals
Secure the best future for you and your loved ones.
You want to create the best future you can for you and your loved ones, so we work hard to make that a reality.
We always recommend that this starts with a review of your current position and then look at the life plans and financial ambitions you have. That free initial discussion will take about an hour and as well as assessing your current situation and the goals you have, we’ll also establish your attitude to risk and your ethics around investment.
Business Owners
You want your business to thrive and flourish.
One of the biggest challenges for businesses is not making money but keeping hold if it.
From tax efficiency today through to planning a comfortable retirement tomorrow, we help you manage your corporate and personal finances judiciously throughout the life of your business, whilst shielding you against unforeseen problems that can threaten its success and attack its stability.
3 Steps to Financial Security with Crystal Wealth
1 – DISCOVERY
We hold a discovery meeting with you, where we will discuss you needs and aspirations, identify your objectives and establish your attitude to risk
2 – PLAN
We develop a financial plan for you, using the information we gathered through step 1.
3 – IMPLEMENT
With your agreement, we implement and deliver the plan discussed, we then monitor, refine and adapt your plan.
3 Steps to Financial Security with Crystal Wealth
1 – DISCOVERY
We hold a discovery meeting with you, where we will discuss you needs and aspirations, identify your objectives and establish your attitude to risk
2 – PLAN
We develop a financial plan for you, using the information we gathered through step 1.
3 – IMPLEMENT
With your agreement, we implement and deliver the plan discussed, we then monitor, refine and adapt your plan.
Testimonials
Based on the regular testimonials we receive from our clients, below are some of they aspects they love about our advisors:
- make “complicated financial things clear”,
- “really knowledgeable and give “very helpful advice”,
- collect our fees “out of the pension rather than you having to pay a fee separately”,
- “only advise you to do things that benefit you” and not look for any sales commission”,
- “arranged the transfer of (pension) funds and made it all so easy. If that wasn’t enough my pension will be worth more when I retire.
As you can see, we always act with honesty and integrity, to help your investments and pensions grow. If we find that we aren’t the best option for you, then we’ll tell you.
Contact us to arrange a free, no obligation, initial consultation.
