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.
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
11 to 50 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
2
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- HM
Hugh Matthews
Independent Wealth Manager · Finance & Accounting
EmailPhone - CH
Christopher Hughes
Partner · General Business & Management
EmailPhone - DB
Drew Brimblecombe
Director · General Business & Management
EmailPhone - NS
Nick Skardon
Independent Financial Advisor · Finance & Accounting
EmailPhone - AM
Andrew Morrison
Independent Financial Adviser · Finance & Accounting
EmailPhone - AM
Andrew Morrison
Independent Financial Adviser · Finance & Accounting
EmailPhone - BH
Ben Hughes
Independent Financial Adviser · Finance & Accounting
EmailPhone - DM
David Morrison
Independent Financial Adviser · Finance & Accounting
EmailPhone - JM
John Morrison
Ifa · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
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
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