Financial Advice for Women

Crystal Financial Planning and Wealth Management

At Crystal Financial Advice for Women we offer a new and refreshing variety of financial advice and planning.

This opportunity is aimed at everyone, women and men, but our focus is predominately for women as we feel that in the past our husbands, partners and fathers handled our financial affairs. these days situations have changed and we are realising that we need to take control of our own finances.

We are independant sucessful career women or have been divorced or widowed and it has become vital to take the financial reins into our own hands. do not worry if you are married or in a relationship as we are eager to advise everyone and feel it's vital to take all areas of shared finances into account.

In the past our choice was to contact a traditional financial adviser or vist our banks, or in the case mortgage advice to use the adviser recommended by the estate agent.

Women have not traditionally taken the first choice -

  1. As they perhaps felt uncomfortable at inviting an unknown male adviser into their homes
  2. Felt that they may only be interested in making money.
  3. Wouldn't listen to you.
  4. That your business would be too small for them.
  5. That the advice offered would be too complicated and difficult to understand.
 

We would like everyone to feel relaxed and comfortable with our advisers so that they can speak openly about their concerns and plans.

Our promise to you is that -

  1. We will explain our service to you clearly including how we are paid.
  2. We will listen to you and make sure we understand your needs and concerns.
  3. That we will tailor make our recommendations to fit your aims and circumstances.
  4. We will not try to sell you any unnecessary products.
  5. We will be honest with you as to what we feel is necessary for your financial security.
  6. We will explain and answer any questions you have fully and clearly.

Our aim is to build a long term relationship with you and to caterer for all of your financial needs, therefore we will have your best interests at heart.

We want you with our help to identify and reach your financial goals in a relaxed informal atmosphere.