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:

"The proactive advice provided by Crescent Wealth Management has provided significant value to many of our clients, bolstering our own offering and increasing the success and experience for our clients. Sam, the Director, is extremely approachable and open minded; his professional demeanour and exceptional financial knowledge has resulted in a fantastic working relationship between Crescent Wealth Management and Maven Solutions.

The value that a specialist financial adviser provides businesses is both complementary to and miles apart from the services offered by accountants.

Every client that I have introduced to Crescent Wealth management has been enamoured with the service and very complimentary about the adviser that they have spoken with. I have never had anything negative said about any of the engagement between our clients and CWM. There has seldom been an introduction to CWM where they have not been able to assist my clients, providing value and performing work for the client. I see our relationship with Crescent Wealth Management lasting as a long and professional relationship for the next 20 plus years.

I will continue to offer the fantastic services of Crescent Wealth management to our current clients and prospective clients going forward. The services offered and the excellent care is an exemplary offering of what business owners need to know and how to be advised and treated."

Jacob Bellas
Founding Director
Maven Solutions