Crystal Wealth Management Ltd - Bristol

Address: 19 Portland Square, St Paul's, Bristol BS2 8SJ, United Kingdom.
Phone: 1179232320.
Website: crystalwm.com.
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 3.4/5.

Location of Crystal Wealth Management Ltd

1179232320

Crystal Wealth Management Ltd is a financial consulting and planning firm located at Address: 19 Portland Square, St Paul's, Bristol BS2 8SJ, United Kingdom. They can be reached by phone at Phone: 1179232320. Their website is Website: crystalwm.com, where you can find more information about their services.

The company specializes in Financial consultant, Financial planner. They offer a wide range of financial services to help individuals and businesses manage their money effectively. With a team of experienced and knowledgeable financial advisors, Crystal Wealth Management Ltd is dedicated to providing personalized solutions to meet each client's unique needs and goals.

Crystal Wealth Management Ltd is committed to accessibility and convenience for all their clients. The location has a Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom. It is recommended to make an Appointment required to ensure that a financial advisor is available to meet with you. The location also has a restroom available for use.

Opinions about Crystal Wealth Management Ltd can be found on Google My Business, where the company has received a total of 5 reviews. The Average opinion: 3.4/5 indicates that the company has received a mix of positive and constructive feedback from their clients.

Reviews of Crystal Wealth Management Ltd

Justin Pinhole Quinnell

1/5

We were unceremoniously dumped when my wife wanted to get a clear understanding of their role with her finances.
All she needed was a human to communicate with rather than someone determined to confuse with terminology. This was after many years involvement with the family.
My finances are separate from my wife's and I hadn't been any part of the communication but I was 'dumped' along with her.
When I phoned to try and resolve the situation and get some understanding I was not treated as a customer but as someone in the way.
A sad end to over 30 years of involvement

Chris Gray

5/5

Myself and my Wife are expecting our first child in December, and as we are about to become Parents we thought it was also about time we became adults too!! We decided it was wise to have Life Insurance & Critical Care insurance but were horrified at the prices when we looked online. We also were not 100% sure what levels of cover to get and nearly fell asleep by the time we had got half way through all of the small print.

This is where Nick from Crystal comes in.

Nick was kind enough to offer us an evening face-to-face consultation, and took the time to get to know us so that he could offer us a tailor-made package. He was friendly yet professional; relaxed yet efficient and this was greatly appreciated. The net result is that he has found us a policy which covers everything we need (and more) at a much more attractive price than we have found elsewhere.

In short, I cannot recommend Nick highly enough (and in fact I have already recommended him to very good friends of mine and will shortly be back for a pension review.) Thank you so much Nick and the Crystal team, I am hugely grateful!

Mike Hannay

5/5

We received an excellent financial review from David Birkett of Crystal Wealth Management and very clear pensions advice which was acted upon. I can thoroughly recommend CWM for a helpful and professional service.

Peter de Halle

5/5

David Birkett of CWM provided a great service. I can highly recommend him and his company.

Ralph Timmins

1/5

Not good advice, investment down £1000's should have left it in the bank