Independent Financial Advisers in Bristol and the South West Company Overview Crystal Wealth Management are Independent Financial Advisers, (IFA’s) that deal with many forms of financial services, giving advice to clients on a wide range of subjects to assist with their personal and business financial planning. Description Crystal Wealth Management is comprised of a number of experienced financial advisers, the firm is based in Portland Square, Bristol and also has an office in Yate. We have personal and corporate clients throughout the region and internationally. The firm works closely with its clients, their accountants and solicitors to develop a long term relationship that is reviewed on a regular basis to take account of the inevitable changes in legislation and client circumstances. Crystal Wealth Management LLP is an appointed representative of IN Partnership the trading name of The On-Line Partnership Limited which is authorised and regulated by the Financial Services Authority. This LinkedIn Page is aimed at UK Residents only.
View Top Employees from Crystal Wealth Management LtdWebsite | http://www.crystalwm.com |
Revenue | $4 million |
Employees | 18 (18 on RocketReach) |
Founded | 2003 |
Phone | +44 1454 314970 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Crystal Wealth Management Ltd employee's phone or email?
The Crystal Wealth Management Ltd annual revenue was $4 million in 2023.
Nazia Siddiqui is the CEO of Crystal Wealth Management Ltd.
18 people are employed at Crystal Wealth Management Ltd.
The NAICS codes for Crystal Wealth Management Ltd are [52399, 523, 52, 5239].
The SIC codes for Crystal Wealth Management Ltd are [62, 628].