Independent Financial Advisor in Gloucestershire

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About Us

Crystal Wealth Management is a firm of Independent Financial Advisers whose office is located in Yate, South Gloucestershire. It services clients in Gloucestershire, Bristol and North Somerset.

Why clients work with Crystal Wealth Management?

We are different; we work with a limited number of clients, but on an ongoing basis. This means that we are able to maintain high service standards and develop a close working relationship with our clients for the longer term.

Our aim, with a series of regular reviews is to help clients stay financially well organized and to assist them achieve and maintain their desired lifestyle

Area of Expertise

We are general practitioners and tend to take an holistic approach to financial planning, which means that our clients will receive advice from us in the following areas:-

• Investment Planning (Portfolio Construction and Monitoring)
• Retirement Planning
• Personal Protection Planning
• Business Protection Planning
• Tax Planning
• Healthcare

Payment for our Time

An initial consultation is available to you at our expense to establish your requirements and to ensure that we can be of assistance to you, but perhaps most importantly so that you can take a look at us. Should you require our help you can choose whether our time should be paid for by fees agreed at outset or by commission from a product provider. Full details of the options available will be provided to you when we meet.

Summary

We have highlighted some of the main reasons why clients choose to work with us, if one or more of the above areas is of interest to you we would be pleased to hear from you. Crystal Wealth Management would be suitable for you if you are looking to develop a close working relationship with your advisor over the long term.

For further information please visit our web site at www.crystalwm.com.

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