Friendly, professional and effective businesses networking in North Somerset
Crystal Wealth Management Keeping it simple, making it Crystal Clear
Members Name:
David Birkett
Business Category:
Independent Financial Adviser
Business Description:
I am one of the partners in a 7 Partner firm of IFA’s who have a wealth of experience, we have offices in Bristol and Yate, you can come to us or we will come to you. The first meeting with me is without charge, subsequent advice can be fee-based (generally fixed fee), commission or a mixture of both.
I cover all areas of financial planning including :
Protection – Life Cover, Critical Illness Cover and Permanent Health Insurance (Sickness, Disability and Accident Cover).
We run a range of asset allocated portfolios for all tax wrappers.
Pensions – new and reviews of existing arrangements (Pension Performance Review), Annuities (pensions in payment) and Income Drawdown. Pre and at retirement advice.
Investments - ISA’s & PEP’s, Unit Trusts & OEIC’s and Investment Bonds.
Inheritance Tax Planning and mitigation.
We work closely with Accountants and Solicitors to help their clients and can utilise their services to help you too.
