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.
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 his strong passion for financial planning he decided it was time to start Crystal.
Initially based in a small office in Harrow, he quickly realised 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 advise to your own circumstances and requirements.
We understand time is more valuable than ever and is one 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 dedicated team are 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 with 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: email@example.com