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

A comfortable retirement is a dream for many people.

Home  : How we work with youFamilies & individuals  : Retirement planning

Most of us appreciate the need to plan for our retirement and many contribute to pension plans. Legislation has changed significantly since 2006, most recently allowing flexible access to pensions for the over 55's and making pensions mandatory for employees, the staging dates for which have now been reached. In turn, this makes it more judicious for individuals to seek professional advice.


Crystal Wealth advisers are more than happy to explain the rules and options to you, at our expense.


Pre-retirement we will help you plan for growth. Post-retirement we’ll concentrate on making your pension last as long as you do! This means we may need to adjust risks on the run-up to retirement and review risk afterwards. You’re in control all the way, with us to guide you.

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Crystal Wealth’s retirement planning process

Place your mouse over each stage of the financial planning process to find out more...

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.

Auto Enrolment advice is 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