Crystal Wealth Management Ltd logo
VerifiedFinancial Services· Founded 2003

Crystal Wealth Management Ltd

Independent Financial Advisers in Bristol and the South West Company Overview Crystal Wealth Management are Independent Financial Advisers,(IFA’s) 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. Description Crystal Wealth Management is comprised of a number of 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. The firm works closely with its clients, their accountants and solicitors to develop a long term relationship that is reviewed on a regular basis to take account of the inevitable changes in legislation and client circumstances. Crystal Wealth Management LLP is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. This LinkedIn Page is aimed at UK Residents only.

7-day free trial · no credit card

HeadquartersBristol, United KingdomEmployees13(11 to 50)Founded year2003Websitecrystalwm.comLinkedIn profileLinkedIn

Verified contacts

12

available on Kipplo

LinkedIn employees

13

11 to 50 range

Open roles

no listings

Distinct roles

8

indexed titles

Tech stack

1

tools in use

Monthly traffic

2

organic / mo

Sign up free to see all 12 verified contacts at Crystal Wealth Management Ltd

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

12 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Crystal Wealth Management Ltd

8 distinct titles indexed · top 8 shown.

  • 4independent financial adviser
  • 2personal assistant
  • 1associate protection adviser
  • 1director
  • 1ifa
  • 1independent financial advisor
  • 1independent wealth manager
  • 1partner

Sign up to unlock all 12 contacts at Crystal Wealth Management Ltd

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 12 verified contacts at Crystal Wealth Management Ltd

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Crystal Wealth Management Ltd | Kipplo Discover