Investment & Savings

How to Find out More

Should you wish to discuss your Investments requirements please Contact Us for helpful information and advice.

Just complete the short form which will enable us to contact you by a method, and at a time most convenient to you.

WHY CRYSTAL WEALTH MANAGEMENT?

We keep it simple!

OUR PROCESS

After discussing your investment objectives we will establish through a series of questions your tolerance to risk as well as any ethical stance you may have.

Should you have any existing arrangements we will establish their risk profile and review their continued suitability in line with your objectives.

If further information is required on any of your existing arrangements we will obtain this on your behalf directly from the relevant institutions prior to conducting our research in line with your requirements.

Using our experience gained over many years, and a variety of sophisticated planning tools that are now available we will design a bespoke investment portfolio to meet your needs.

A change in your circumstances or attitude to risk, market conditions and/or displacement of a fund manager are all factors that may necessitate a change to your portfolio, therefore it is imperative that your investment(s) are reviewed on a regular basis to ensure their continued suitability.

Products that we consider include –

Deposit Based Accounts
National Saving Investments
Cash and Equity ISA’s
Unit Trusts and OEIC’s
Investment Trusts
Investment Bonds

RISK WARNING

Past performance is not a guide to future performance. Investments can go up as well as down.