Drew Brimblecombe

Director @Crystal Wealth Management Ltd

Bristol, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2011 — Present

Director @Crystal Wealth Management Ltd

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Mark Richard Wealth Management is a trading style of Crystal Wealth Management Ltd

SKILLS

Corporate Pension PlanningReviewing Existing Protection PortfoliosEquity ReleaseRetirementEmployee BenefitsSippFinancePension Audits & ConsolidationInsuranceFinancial AdvisoryProtectionBusinessBankingHigh Net Worth IndividualsBusiness ProtectionInvestment StrategiesPortfolio ManagementWealth AccumulationIndividual Pension PlansHealth InsuranceWealth ManagementStrategic Financial PlanningInheritance Tax PlanningEstate PlanningSmall BusinessFinancial ServicesCorporate FinancePersonal ProtectionPortfolio Planning.Wealth Management ServicesRetirement PlanningRetirement SavingsAt Retirement Planning - Drawdown, Annuities, Impaired/Enhanced Rate AnnuitiesTrustsSavingsWealthInvestmentsFixed AnnuitiesEndowment ReviewsCritical Illness

ABOUT DREW BRIMBLECOMBE

I have worked in the financial services sector for my entire career, ever since my very first job in a bank at the age of 16. This has provided me with over 30 years worth of experience and knowledge of the industry. In 2003 I co-founded Crystal Wealth Management after becoming tired of working for large, greedy companies. I wanted to be a part of a company that had a much more personal feel and so that is what we created. Crystal Wealth Management is large enough to be able to get our clients great deals from the providers whilst still being small enough to ensure that each individual client receives the highest level of customer service. I advise both our private and corporate clients on the full spectrum of financial planning, specialising in advising business owners on extracting income tax efficiently, building wealth, and creating plans to allow them to retire with the knowledge that they have the money they need to enjoy a comfortable lifestyle. I am dedicated to carefully monitoring my clients to make sure they are on track with their financial goals and objectives so that they feel confident and well organised in the uncertain world of finance.

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Drew Brimblecombe — Director at Crystal Wealth Management Ltd in Bristol, GB | Unifers