About Our firm

Welcome to Crystal IFA

Crystal IFA Ltd is a firm of Independent Financial Advisers based in Bournemouth.

Who are we?

Crystal IFA brings together a team of highly experienced individuals with expertise in all areas of personal and corporate financial planning.

With a growing number of consultants, Crystal IFA has areas of specialisation and qualifications that cultivates a company culture of sharing ideas and being able to work through complex individual client cases, with creative and practical solutions.

Crystal IFA aims to deliver that quality of advice and service by embracing the very highest standards of personal and company integrity, in a professional environment, with our clients placed at the forefront of everything we undertake.

What can we offer you?

Our investment in IT enables Crystal IFA to deliver consolidated client portfolio valuations, tracking systems of each and every individual case being processed, taxation guidance, regular reviews and generic guidance on all aspects of personal and company financial planning.

With long standing relationships already established with other professionals such as Solicitors and Accountants, Crystal IFA can call on the expertise of others to provide holistic solutions to meet your financial objectives and give you peace of mind.

Our philosophy is based on quality client services, provided by robust management systems and delivered by industry professionals who want to build long term client relationships.

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