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

Support Staff

Our great support team and their roles...

Home  Who we are : Support staff

Kimberley Smart

Karen McGee

PA to Darren McGee

Kim Rae

Dawn Smyth

Denise Broughton

Gosia Wszola

Sally Corden

Jo Pople

Mike Darby

Client Relationship/Development Manager to Peter Godsell

Relationship Manager

Lauren Edmonds

Sian Vaulters

Weronika Mochowicz

Bookkeeper & Liaison to Company Accountants

Receptionist

Maggie Ogden

Alfie Young

Receptionist

Admin Support

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