Crystal Wealth Management

Portland Square 19
Bristol, Gloucestershire
BS2 8SJ

Since 2003

Contact
01179232320 - or - Email - or - Visit website

Crystal Wealth Management is comprised of seven experienced financial advisers, the firm is based in Portland Square, Bristol and also has an office in Yate. We have personal and corporate clients throughout the region and internationally. Crystal Wealth Management are Independent Financial Advisers, (IFAs) that deal with many forms of financial services, giving advice to clients on a wide range of subjects to assist with their personal and business financial planning.

Services

Financial Services & Advice - Independent Financial Advisor

Staff

David Birkett BSc David has worked in Financial Services since March 1988, his first 11 years were in direct sales for life offices, predominately Providence Capitol and Old Mutual. David became an Independent Financial Advisor in 1998 and now works closely with his clients, both private and business developing solutions for their needs in protection, retirement and investment planning. He works in conjunction with accountants and solicitors, helping their clients meet their financial planning requirements across a variety of areas. Drew Brimblecombe Drew has always worked in the financial sector, he started off at HSBC in 1988 and then moved on to Bristol & West where he became a Financial Adviser in 1997. After a few years of being a tied agent he wanted to expand his knowledge of the financial market by becoming an Independent Financial Adviser. Since leaving Bristol & West he has worked for several Clifton based Financial Consultancies. Drew specialises in portfolio planning within the Investment and Pension market, but also enjoys the complexity of Inheritance Tax Planning. Peter Godsell Peter specialises in assisting both personal and corporate clients with their tax and financial affairs . He offers timely financial planning solutions tailor made to meet clients future needs. Priding himself on being totally independent he conducts face to face meetings with a regular review commitment. Bringing with him a wealth of experience having worked in financial services for 25 years he is committed to maintaining the highest industry standards. He has formed a number of strong links with local solicitors and accountants and new clients are engaged through personal recommendation. Christopher J Hughes - MSFA After leaving the Inland Revenue, Chris worked for multi-national accountancy firms as a tax specialist. He came into financial services in 1988 and worked for both multi-national and regional advisory firms. He maintains a high level of professional qualifications backed up by 15 years industry experience, advising private clients and corporations. John Morrison After teaching for seven and a half years, John commenced his career in financial services during January 1987. He started out as a company representative for Sun Life of Canada, stayed there for fourteen years then became an IFA in January 2001. John has a wide breadth of experience and is able to advise private and corporate clients alike, across a wide range of protection, pension and investment issues. Derrick Royall Derrick has worked in Financial Services since 1982, and has been an Independent Financial Adviser since May 1996 after working for London Life and Prudential. Derrick is qualified to Advanced level for Financial Planning, including Trusts & Tax and Pensions and is a holder of the Investment Management Certificate which is the entry level qualification for those working in financial analysis and investment management in the UK. His main aim with clients is to help them achieve their lifetime goals and financial aspirations, through "Strategic Lifetime Financial Planning". This involves providing a tailored, ongoing service with regular reviews that can be fee based rather than commission based if you prefer. Haydn Vaulters Haydn has worked in the financial sector all of his working life. His business career commenced with National Westminster Bank. He then moved to a Finance House, rising to Branch Manager, before becoming a Financial Adviser in 1991. This gives Haydn a broad base of financial expertise. One area he has chosen to extend his knowledge is in the area of pensions, attaining the advanced G60 Pension qualification. Haydn and his wife Siân, who is his business partner, have a son Liam and live in Yate, where Crystal Wealth Management have a second office. Haydn works closely with his clients on an ongoing basis, where with a series of regular reviews he helps them develop and implement a financial plan, to achieve and maintain their desired lifestyle, and stay financially well organised.

Area of Business

Protection Life Cover, Income Protection, Critical Illness Cover, PMI. Mortgage cover. Shareholder & Partnership protection. Trusts Investments - ISA/PEP, Investment Bonds, OEIC's & Unit Trusts - review, recommendation & implementation Pensions - Start up, monitoring, consolidation, annuities, drawdown, pension sharing, group schemes, contact in/out?

Fees

Fees and or commission. 1st meeting without charge. Either fixed fee or hourly rate. Various ongoing service levels funded either by Fund Based Income and /or monthly retainer.