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

Retirement planning for business owners

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That’s why we recommend a review of your pension/s – for example, amalgamating with your current provision any pensions you accumulated before going into business, simplifying the situation and enhancing the eventual outcome. Very often it’s possible to get your future pension provision working hard in your business now, presenting attractive and tax-efficient investment opportunities and access to funds you may not be able to get elsewhere, and at highly attractive rates.


Specialist retirement planning options include (but are not limited to):


  • Self-Invested Personal Pensions (SIPP)

  • Small Self-Administered Schemes (SSAS)*

  • Occupational Pension Transfers (OPT)*


*We engage the services of external specialists to assist in these areas.


What lifestyle do you envisage when you retire? When planning your retirement from your business, we believe it’s important to start with the end in mind: what you want to achieve, and when.

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A pension is a long term investment. The fund value may fluctuate and can go down.
Your eventual income may depend upon the size of the fund at retirement, future interests rates and tax legislation.

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