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


Over the years, Crystal Wealth advisers have formed trusted, long-term relationships with other professionals who can ‘complete the financial picture’ for you, if you wish, giving you easy access to other specialists such as accountants, solicitors and mortgage advisers. It’s entirely up to you – we’re equally happy to work alongside your existing advisers.

Hassle-free solutions for you

Please call us to arrange a no-obligation chat.


0117 923 2320


You may be glad you did.

We understand financial planning can be a little baffling and a ‘tomorrow’ job. We also know from experience that, once you have it sorted and under control, you’ll feel a lot more comfortable.

Contact Us

for more information



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