Hugh Matthews DipPFS, Certs CII (MP&ER) - Independent Financial Planner

  • Open, honest and transparent with you at all times and believe that honesty is the best policy;
  • Integrity in everything that we do (our reputation depends on it);
  • I believe in delivering on our promises to you and ensuring that we do what we say we will do; 
  • I believe that you have every right to expect value for money from us and that’s exactly what we constantly strive to deliver;
  • Committed to working with you to help you prosper;​
​Hugh’s career in financial services began in 2001 as a para-planner, which is a qualified, knowledgeable resource who supports advisers in portfolio planning for clients.  Having progressed through the ranks of mortgage adviser and business owner in February 2019 Hugh joined the Crystal Wealth Management team.

He brings with him robust experience to offer to business and private clients in investments, business protection, wills, trusts, tax and estate planning. In particular, he specialises in pension planning. This has evolved from his early interest in psychology and philosophy (he graduated with a bachelor’s degree in cognitive science) and a genuine desire to help people to define their values, shape their attitude to risk and realise their retirement aspirations. His experience as a business owner adds to his understanding of the particular opportunities for commercial clients’ pension planning.

A family man with two young children, Hugh enjoys cooking, all genres of music and has a passion for cars.
Our Team
financial advice team photo
Our highly experienced team is at the heart of our business. We deliver consistently high standards and are committed to delivering an excellent customer experience for all our clients. 
I am one of the ten truly independent advisers at Crystal Wealth who collectively have over two centuries of experience! We are supported by a team of para-planners, portfolio managers and front-of-house professionals who are qualified, efficient and customer-focused. 
​
We established ourselves as a team in 2003, our mission being to help businesses and individuals who can benefit from unbiased professional financial advice.  We predominantly work in Bristol and the South West but we are happy to support clients further afield as required. 
Our Ethos
​We believe that sound financial advice is central to building a more certain financial future for our clients. As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us. We specialise in investment and retirement planning, whether it is accumulating funds, making the transition from work to retirement or making the most of your capital in retirement. We are here to help. 

Our core values ensure that we always act with integrity and professionalism and are open and ethical in everything we do. We operate a transparent charging structure and put our clients’ best interests at the heart of the business. We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.
    Privacy Policy
Value of Advice
Crystal Wealth Management
0117 456 5150
  • We offer independent financial advice to individuals, families, business owners and directors, aimed at UK Residents only.​
  • Tax Planning, Will Writing and Inheritance Tax Planning advice is not regulated by the Financial Conduct Authority
  • A Pension is a long term investment. The fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
  • Investments: The value of units can fall as well as rise, and you may not get back all of your original investment.
  • Life Cover (Non-Investment) and Income Protection: The plan will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.
  • Critical Illness Plans: The policy may not cover all definitions of a critical illness. For definitions of illnesses covered please refer to the Key Features and Policy Documents.
  • PMI: The insurance may not cover all definitions of pre-existing conditions, or some long term illnesses and treatments. For definitions of the conditions covered please refer to the Insurance Product Information Document.
Crystal Wealth Management Ltd is an Appointed Representative of The On-Line Partnership Limited
​which is authorised and regulated by The Financial Conduct Authority.

Crystal Wealth Management Limited is committed to the security of your personal data
​​and takes the protection of your privacy very seriously. We will only use your personal information to deliver the services you have requested from us and to meet our legal responsibilities.
​
© 2020 All Rights Reserved, Crystal Wealth Management Limited  |  Registered Office: 19 Portland Square, Bristol, BS2 8SJ
FCA registration number: 717673     Registered in England and Wales     Company number: 04931573​
Terms of Service | Privacy Policy | Cookie Policy | Customer Disputes
Powered by:  TPPro Digital Marketing (Clicking this link will take you to an external, website)
Listed in the UK Business Directory