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

Succession Planning

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It’s important to review your options and plan ahead, to cover all eventualities. Choosing the right options now can not only ensure the successful transfer of your business – to your beneficiaries, co-owners or a third party – but also present you with considerable tax efficiencies today and in the future.

What would you like to happen to your business when you retire? What would happen if you died while running it?

What next?

Call us today on


0117 923 2320


to start your future

Whatever your thoughts, we won’t start work until you’ve agreed the terms, and the first consultation is at our expense.

Contact Us

for more information


Life Cover (non-investment) and income protection-The plan will have no cash value at any time, and will cease at the end of the term.
If premium are not maintained, then cover will lapse.

Tax Planning 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