Please note that the following was given when Sam Williams was the Principal of Crescent Wealth Management before they merged with Maskery Wealth Management in March 2024:

“Pensions and financial planning tend to be a fairly dry topic, but Sam, Director of Crescent made it as painless as possible. He was able to explain a very complicated business into something the shareholders could easily digest, which of course is only possible if you’re a serious expert in your field.

We see our relationship with Crescent Wealth Management most definitely long term, we can’t imagine there would be any reason to leave. We have zero doubt our investments are in safe hands.

Would I recommend the Practice to other businesses? Without hesitation, yes. If your company has not got a financial planning expert in place, or you’re in any doubt of the management of a current service, it’s time to speak to Crescent.”

Mike McLean, Director Cullen & McLean Sourcing