About Crystal Wealth

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

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.

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.

Meet The Team

If you want to learn more about the team, please visit the Financial Advisors and Support Team’s pages.

Contact us to arrange a free, no obligation, initial consultation.