Crystal Wealth Management
Crystal Wealth Management provides financial advice to individuals, families, business owners, and directors. The firm offers financial solutions for UK residents.
- Protection
- Tax Planning
- Retirement Planning
- Business Protection
- Succession Planning
- Investments & Savings
- Employee Benefits Packages
Locations
Competitors
Vintage Wealth Management is a medium-sized Independent Financial Adviser (IFA) practice based in North London, offering a wide-ranging service to both individual and corporate clients.
Define Wealth is an independent financial advisory firm that provides tailored financial advice and wealth management services.
Company Details
Crystal Wealth Management is operated by Crystal Wealth Management Limited and is a Active company incorporated on 14 October 2003 with the registered office located in Bristol, Gloucestershire. Crystal Wealth Management Limited was registered 22 years ago.
Status
Active
Size
Micro
Directors
7
Age
22 years old
Employees
25
Turnover
Unreported
Total Assets
£565.53K
Cash in Bank
£513.99K
Total Liabilities
-£222.99K
Teams
10
9
5
Partner • Joined Oct 2003
Independent Wealth Manager • Joined Feb 2019
Associate Protection Adviser • Joined Jul 2012
Personal Assistant
Personal Assistant • Joined Jun 2008
Independent Financial Adviser • Joined Nov 2016
IFA
Independent Financial Advisor • Joined Jun 2019
Independent Financial Adviser • Joined Aug 2022
Independent Financial Adviser • Joined Sep 2022
Partner • Joined Oct 2003
Independent Wealth Manager • Joined Feb 2019
Associate Protection Adviser • Joined Jul 2012
Personal Assistant
Personal Assistant • Joined Jun 2008
Independent Financial Adviser • Joined Nov 2016
Independent Financial Advisor • Joined Jun 2019
Independent Financial Adviser • Joined Aug 2022
Independent Financial Adviser • Joined Sep 2022
Independent Financial Adviser • Joined Nov 2016
IFA
Independent Financial Advisor • Joined Jun 2019
Independent Financial Adviser • Joined Aug 2022
Independent Financial Adviser • Joined Sep 2022