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

Legal Page

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Privacy Policy, Cookie Policy, Copyright & Complaints

Privacy Policy

Crystal Wealth Management Limited is committed to the security of your personal data and takes the protection of your privacy very seriously. We will only use your personal information to deliver the services you have requested from us and to meet our legal responsibilities. Click here to download our privacy notice, which explains the data we need and how we will use it.

Cookie Policy

We use cookies on this website. A cookie is a text file sent by a web server to a web browser, and stored by the browser. To find out more about cookies and what type of cookies we use on this website, please see our Cookie Policy information page.


All rights in the pages of the Crystal Wealth website are reserved by Crystal Wealth. You must neither reproduce nor distribute in any material form or medium other than for private purposes any part of these pages, including photographs, in accordance with the terms of the Copyright, Designs and Patents Act (1988) without the permission of Crystal Wealth.


We’re sorry if you feel you need to complain but letting us know when you’re unhappy gives us the opportunity to put matters right for you and improve our service for everybody.


For further information on how we can put things right please, see our Complaints Brochure.

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