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.
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© 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​
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