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

Employee benefits packages:

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We provide specialist advice and ongoing support to employers on implementing and running such schemes. We will help you frame your strategy to incorporate current and pending legislation, keeping you compliant and ahead of your competitors.


Benefits we can advise on include:


  • pensions: individually tailored for staff and directors, including tax-attractive salary exchange schemes. We also advise on auto-enrolment
  • healthcare provision: promoting a healthy, productive workforce
  • death-in-service benefits


We can also help you with group income protection, providing financial support to cover short or long-term illness.

Benefits packages play an important part in attracting and retaining the best staff, and a properly-communicated programme can help build trust, appreciation and engagement. They can also be tax-efficient ways to remunerate your employees – for them and for your company.

Rewarding your staff

It’s vital your employees understand the value of their benefits package, and that they have sufficient knowledge with which to make individual choices where appropriate.

Understanding and buy-in

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Rather than simply supplying documentation when staff join your company, we offer ongoing support to you and your employees, including:


  • group and individual presentations
  • individual meetings for more complex issues such as pensions
  • mid-career reviews
  • regular investment workshops
  • pre-retirement workshops


You will have a dedicated Crystal Wealth consultant and the same administration team will handle all elements of your scheme.


In addition we can advise individual employees on financial planning outside of corporate schemes.

The tax treatment is dependent on individual circumstances and may be subject to change in future.

Auto Enrolment and Tax Planning advice are not regulated by the Financial Conduct Authority.

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