Creating, enhancing and preserving your wealth.
Welcome to Crystal Wealth Management, a dedicated team of experienced financial advisers who are committed to providing crystal clear advice and support to help you create, enhance, and preserve your wealth. Based in Bristol but serving clients across the UK, we pride ourselves on our independence, our two centuries of experience, and our focus on achieving life goals through sound financial planning.
Our Services
At Crystal Wealth Management, we offer a comprehensive range of financial services designed to meet the needs of both individuals and businesses.
*Families and Individuals*
We understand that you want to create the best future for you and your loved ones. To help you achieve this, we offer a wide range of services, including investment advice, savings plans, protection, and retirement planning. We start by reviewing your current position and discussing your life plans and financial ambitions. During a free initial consultation, we will assess your current situation and your goals, as well as your attitude to risk and ethics around investment. We will then develop a tailored plan to help you achieve your life goals through sound financial planning.
*Business Owners*
At Crystal Wealth Management, we help businesses manage their corporate and personal finances judiciously throughout the life of the business, whilst shielding them against unforeseen problems that can threaten their success and attack their stability. Our services for businesses include tax mitigation, investment advice, company savings and loans, business protection, employee benefits packages, retirement planning, and succession planning. We will work closely with you to understand your business and your goals and develop a tailored plan to help you achieve your financial ambitions.
Our Approach
At Crystal Wealth Management, we pride ourselves on our clear and transparent approach. We believe that financial planning should be a collaborative process, and we work closely with our clients to provide the advice and support they need to make informed decisions. We follow a three-step process to help you achieve financial security:
1. DISCOVERY: We hold a discovery meeting with you to discuss your needs and aspirations, identify your objectives, and establish your attitude to risk.
2. PLAN: We develop a tailored financial plan for you using the information gathered during the discovery meeting.
3. IMPLEMENT: With your agreement, we implement your plan, and then monitor, refine, and adapt it as necessary to help you achieve your goals.
Testimonials
At Crystal Wealth Management, we are proud of the relationships we have built with our clients over the years. Here are some of the things they have said about us:
Drew has the unusual talent of making complicated financial things clear. An excellent communicator and a great listener. Outstanding, I found! - MB, Bath
David is really knowledgeable, and gives very helpful advice about pensions. He'll recommend that you don't go with him if it isn't the best option, which I think shows his integrity. - RT, Bristol
I can't recommend Nick highly enough. He is knowledgeable, and is able to make the complex area of financial planning easy to understand and accessible. - RN, Bristol
Contact us today to arrange a free, no-obligation discussion of your financial ambitions. We are here to help you.
Overall Experience
The reviews highlight a mixed bag of experiences with Crystal Wealth Management, with some customers expressing dissatisfaction while others praise the service.
Communication Issues
Some customers have experienced poor communication with the company, leading to frustration and a sense of being "dumped" without explanation. This lack of transparency and unhelpful responses from staff have resulted in customers feeling unwelcome and unvalued.
Advice and Performance
There are concerns about the quality of advice provided, with one customer experiencing a significant loss in their investment. This has led to doubts about the competence of the advisors and the overall value of the service.
Exceptional Service
On the other hand, some customers have had an exceptionally positive experience with Crystal Wealth Management. They praise the personalized and professional approach of advisors like Nick and David Birkett, who take the time to understand their clients' needs and provide tailored solutions. This has resulted in customers feeling confident and grateful for the service.
Positive Aspects
The reviews also highlight the importance of face-to-face consultations, clear explanations, and a friendly yet professional demeanor in building trust and satisfaction with the service.
