Creating, enhancing, and preserving your wealth: it's our business
At Crystal Wealth Management, we are a team of truly independent financial advisers with over two centuries of experience between us. Since 2003, we have been helping businesses and individuals across Bristol, the South West, and the UK to create, enhance, and preserve their wealth.
Our Philosophy
Our philosophy is simple: we believe that financial planning should be crystal clear, and that our clients deserve expert guidance to help them achieve their life goals. We take a holistic approach to financial planning, considering not only our clients' financial situations but also their attitudes to risk, ethics, and tax efficiency.
Our Services
We offer a comprehensive range of services tailored to meet the unique needs of our clients. For families and individuals, we provide expert advice on investments, savings, protection, retirement planning, and tax planning. For business owners, we offer specialized guidance on tax mitigation, company investments, savings, and loans, as well as employee benefits packages, business protection, and succession planning.
Our Approach
Our approach is built around three simple steps: Discovery, Plan, and Implement. We begin by holding a discovery meeting with our clients, where we discuss their needs and aspirations, identify their objectives, and establish their attitude to risk. We then develop a personalized financial plan, using the information gathered during the discovery meeting. Finally, we implement and deliver the plan, monitoring, refining, and adapting it as needed to ensure our clients achieve their financial goals.
What Our Clients Say
Don't just take our word for it! Our clients rave about our expert advice, clear communication, and commitment to their financial success. From making complicated financial concepts clear to providing helpful, impartial advice, our clients trust us to help them achieve their life goals.
Poor Customer Service Experiences
Two reviewers, Justin Pinhole Quinnell and Ralph Timmins, had negative experiences with the company. They reported poor communication and advice, leading to significant financial losses.
Lack of Understanding and Empathy
Justin Quinnell's experience was particularly frustrating, as his wife was "dumped" by the company after seeking clarification on her finances. When he intervened, he was not treated as a valued customer but rather as an obstacle. This disappointing encounter marked the end of a 30-year relationship with the company.
Disastrous Investment Advice
Ralph Timmins criticized the company's investment advice, which resulted in substantial losses. He regretted not leaving his money in the bank, implying that the company's guidance was untrustworthy.
Exceptional Service Experiences
On the other hand, Chris Gray and Mike Hannay had outstanding experiences with the company, specifically with advisors Nick and David Birkett from Crystal Wealth Management.
Personalized and Professional Service
Chris Gray praised Nick's expertise, friendliness, and professionalism in helping him and his wife navigate life insurance and critical care insurance. Nick took the time to understand their needs and provided a tailored solution at a competitive price.
Clear and Helpful Pensions Advice
Mike Hannay appreciated David Birkett's clear and helpful pensions advice, which led to a successful financial review. He wholeheartedly recommends Crystal Wealth Management for their professional and supportive service.
