Investments & Wealth Management

Investment Solutions,
Built for Serious Investors.

Part of a diversified financial services platform, our investment and wealth management offering spans product structures designed to suit different risk appetites, time horizons, and objectives — built for individuals, businesses, and institutions.

Managed Fund

Gold Mining Fund

Diversified. Managed. Transparent.

The Crest Rock Gold Mining Fund provides diversified exposure across a professionally curated portfolio of gold-mining operations. Each holding is independently audited with performance reported quarterly.

  • Professional portfolio management
  • Quarterly investor distributions
  • Full transaction-level transparency
  • Eligible for joint and beneficiary ownership
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Product Details

Minimum Investment
£5,000
Term
Open-ended
Liquidity
Quarterly
Reporting
Monthly

Returns quoted are indicative. Actual returns depend on market conditions and product terms. Capital at risk.

Fixed ReturnMost Popular

Gold Mining Tranche

Fixed term. Fixed return. Gold-backed.

A fixed-term investment backed by contractually defined gold mining output. Investors receive a predetermined return at maturity, with capital fully allocated to a specific mining tranche.

  • Fixed return — known at point of investment
  • Gold-mining output directly backing your capital
  • Certificate of ownership issued on purchase
  • Transferable between registered investors
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Product Details

Minimum Investment
£2,500
Term
12 – 36 months
Return
Fixed at issuance
Capital
Allocated

Returns quoted are indicative. Actual returns depend on market conditions and product terms. Capital at risk.

Structured Product

Gold Performance Note

Capital-protected. Institutional structure.

A structured note linked to gold mining performance indices. Designed for investors seeking gold exposure with a defined capital protection floor, at institutional product quality.

  • Capital protection floor at maturity
  • Upside participation in gold mining performance
  • ISIN-issued — tradeable instrument
  • Independent trustee structure
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Product Details

Minimum Investment
£10,000
Term
24 – 60 months
Protection
Capital-protected
Upside
Index-linked

Returns quoted are indicative. Actual returns depend on market conditions and product terms. Capital at risk.

Who Can Invest

Designed for a range of investor profiles.

Individual Investors

UK and international individual investors who have completed our KYC process. Minimum age 18.

Joint Investors

Two or more investors can hold products jointly with defined ownership percentages and independent withdrawal rights.

Corporate Investors

UK-registered companies with valid director verification and corporate KYC documentation.

Beneficiary Designation

All products support beneficiary designation, allowing for seamless inheritance without probate complications.

Important Risk Information

All investment products carry risk. The value of your investment can go down as well as up, and you may get back less than you invest. Returns shown are indicative and based on historical mining performance. Past performance is not indicative of future results.

Crest Rock Finance is an appointed representative of Goldcrest Financial Planning Limited, which is authorised and regulated by the Financial Conduct Authority. FRN 810649. Verify on the FCA Register: https://register.fca.org.uk/. Investments are not covered by the Financial Services Compensation Scheme (FSCS).

Illustrative Customer Voices

What customers are saying

What stood out to me was how openly the risks were explained up front. I never felt pushed toward a particular product, which made it easier to choose something that suited me.

David R.

Individual investor, Bristol

From a due-diligence perspective, the level of transparency around governance and reporting was reassuring. Communication with the team has been consistent and professional throughout.

Priya N.

Institutional investor, London

Setting up a joint account together was more straightforward than we anticipated. Being able to review everything side by side helped us make decisions with confidence.

Tom & Rachel B.

Joint account holders, Edinburgh

These quotes are illustrative composites and do not depict real customers or transactions.

By The Numbers

Trust built on transparency

£1.2bn+

deployed across investment products

8,400+

investments processed

98.7%

investor satisfaction

24/7

platform availability

FRN 810649

regulatory authorization

Figures shown are illustrative and reflect launch-period framing. Actual operational metrics will replace these as Crest Rock’s transaction history accumulates. FRN 810649.

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