Crystal Wealth Management Ltd - Bristol

Address: Unit 12, Crystal Wealth Management Ltd, Henfield Business Park, Westerleigh Rd, Coalpit Heath, Bristol BS36 2UP, 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

⏰ Open Hours of Crystal Wealth Management Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Crystal Wealth Management Ltd is a well-established financial consulting firm located at Unit 12, Crystal Wealth Management Ltd, Henfield Business Park, Westerleigh Rd, Coalpit Heath, Bristol BS36 2UP, United Kingdom. They specialize in providing expert financial planning and consulting services to their clients.

The company is easily accessible by car, with a wheelchair-accessible parking lot available for visitors. The entrance and restroom facilities are also wheelchair-friendly, ensuring that all clients can access their services comfortably. It is recommended to book an appointment prior to visiting, as the firm prioritizes individual attention for each client.

Crystal Wealth Management Ltd has garnered a mixed reputation, with 5 reviews on Google My Business. The average rating for the company is 3.4 out of 5, which indicates that some clients have had positive experiences while others have found their services lacking.

To learn more about Crystal Wealth Management Ltd and their offerings, please visit their website at crystalwm.com. You can also reach them directly by phone at 1179232320.

For those seeking comprehensive financial planning and consulting services, Crystal Wealth Management Ltd presents a viable option. However, potential clients should weigh the company's mixed reviews and consider their specific needs before committing to their services. If you require personalized financial guidance, we recommend reaching out to Crystal Wealth Management Ltd through their website or phone number to schedule an appointment and discuss your requirements further.

👍 Reviews of Crystal Wealth Management Ltd

Justin P. Q.

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 G.

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 H.

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 D. H.

5/5

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

Ralph

1/5

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