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

Who we are

Truly independent, unbiased, experienced financial advice for businesses and individuals

Home  Who we are

Our business is all about you, but we appreciate you’d probably like to know a little about us!

Crystal Wealth is a team of eight truly independent advisers with two centuries of experience between us. We are supported by a team of para-planners, portfolio managers and front-of-house professionals who are qualified, efficient and customer-focused.

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We established ourselves as a team in 2003, our mission to help businesses and individuals who can benefit from unbiased professional financial advice.


We predominantly work in Bristol and the South West but we are happy to support clients further afield as required.



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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.

© 2020 Crystal Wealth Management Limited  |  Registered Office: 19 Portland Square, Bristol, BS2 8SJ

FCA registration number: 717673      Registered in the UK     Company number: 04931573