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About Us

How we can help

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Starting your career

For most people, this is where the journey starts. The income you receive from working will help you to reach your financial goals.

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Saving Up

To be able to buy a property, invest to grow your money or plan for retirement, you will usually start by saving some of your income.

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Growing your family

Getting married, having children and planning for school fees are typically becoming bigger financial commitments.

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Protecting Yourself

You need to ensure you have adequate protection for you, your family, your income and your assets.

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Buying a home

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Growing your wealth

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Planning for retirement

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Inheritance Tax Planning

This is potentially one of the largest purchases you will make and possibly largest liability, getting expert advice will go a long way.

Whether you want additional spending money later on in life or reach your financial goals quicker, make your money work for you.

Building up your pension pot up to and importantly in retirement so you can enjoy your financial freedom.

Tax efficient generational planning where you may want to leave money or assets to your children or grandchildren.

We are an established and growing independent financial advisory business, helping our clients with all aspects of financial planning ranging from Mortgages, Protection, Investments, Retirement, Wills, and Inheritance Tax Planning.

Our History
 

Crystal Financial Solutions was established back in March 2000 by Jinit Shah. Having previously worked for a large insurance company with his years of experience, knowledge, and strong passion for financial planning he decided it was time to start Crystal.

Initially based in a small office in Harrow, he quickly realized the demand for his expert financial advice was growing, and soon after “Crystal” had to move to bigger offices. Since then, we have grown in strength and numbers with more team members, clients, and office space.

Why we are different?

Our clients value the quality advice they have received from our dedicated team. As a result, a large majority of our new business comes from personal recommendations and referrals from existing clients.
 

We are totally independent, unbiased, and research the whole of the market. This enables us to provide truly bespoke and tailored advice to your own circumstances and requirements.

We understand time is more valuable than ever and is one of the main reasons why obtaining quality financial advice is key to achieving financial freedom.
 

Using video technology, we are able to communicate with our clients in more ways than ever before. We are now regularly speaking to our clients via phone and video calls, however, we always welcome everyone to visit our offices to meet the teams that will be working with them.
 

Our ethos is to always complete the work for clients in the same manner as if we were carrying out the work for ourselves, our family, or friends.

Our Team

Our dedicated team is essential to providing the best possible advice and service to our clients. We work hard to help them reach their financial goals whether it’s buying their first home, growing their retirement portfolio, or protecting themselves and their families. They have a wealth of knowledge and advisers having up to and beyond 30 years of experience.
 

We are always looking for enthusiastic individuals to join our team. Whether you are an experienced adviser, have previously worked at an Independent Financial Adviser (IFA) firm, or are someone with a passion for helping clients, please check out our careers page or email your CV to: careers@crystalfs.co.uk