Andrew Morrison
Independent Financial Adviser @Crystal Wealth Management Ltd
Bristol, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2016 — Present
Independent Financial Adviser @Crystal Wealth Management Ltd
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Bristol, GB
Crystal Wealth Management is a team of eight, truly independent advisers with well over a century of experience between us. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West.Our aim is to help create, enhance and preserve wealth for our clients.
EDUCATION
2007 — 2011
University of the West of England
LLB Law (Honours): 2:1
2017 — 2018
Personal Finance Society
DipPFS
SKILLS
CrmSocial MediaMicrosoft OfficeSalesTeamworkTeam ManagementTime ManagementEntrepreneurshipLeadershipCustomer ServiceAccount ManagementStrategyConfidentEnthusiasticStrong Communication SkillsNew Business Development
ABOUT ANDREW MORRISON
Independent Financial Adviser at Crystal Wealth Management Ltd | Pensions | Investments | Retirement | Tax Planning
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