Welcome to Crystal Clear Financial Planning Limited.

At Crystal Clear Financial Planning we have one goal in mind – to help you get the right mortgage for you. We do this through providing expert advice on what is the most suitable for you and your individual circumstances and, then searching the whole market to get the most appropriate deal for you. We can also give you advice on all your insurance and protection requirements.

Put simply, we’re a one-stop-shop for all your Mortgage, Protection and Insurance needs!

With advisers based in Derbyshire, Nottinghamshire, Leicestershire, Birmingham, Manchester & Surrey, we cover the whole of the UK! We strive to deliver quality customer and community experiences when and where you want them – whether that be in your home or in our office, we want you to feel comfortable discussing your financial needs.

Call us today on 01332 382917 or email us at info@ccfpl.co.uk and we will be more than happy to help you.

Let us be a guiding hand through ALL your financial needs!

Why don’t you visit our sister company- Chrysalis Wealth Management who specialise in Pensions & Investments.

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FOR INVESTMENTS & PENSIONS WE OFFER RESTRICTED ADVICE AND SO WE WILL ADVISE AND MAKE A RECOMMENDATION FOR YOU AFTER WE HAVE ASSESSED YOUR NEEDS, BUT WE ONLY OFFER PRODUCTS FROM ONE COMPANY OR A LIMITED NUMBER OF COMPANIES.

How do we help you achieve your goals?.

We all have goals and dreams we want to achieve. However, a goal without a plan to achieve it, is just a wish. Let us help you turn your goals and dreams into a realistic and achievable reality.

Getting to know you

The first step is building a clear picture of your circumstances, needs and your plans for the future.

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Your goals and ambitions

The next step, is discussing your aspirations and objectives. Along with any concerns that you are worried about.

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Fact Find & Client Portal

Once we have found out more about you and your financial needs, whether that is sorting out your mortgage or putting a protection policy in place. We will now put together a fact find about you and your specific needs and circumstances, while talking you through how we are going to help you achieve your goals. We may ask you to provide us additional details using our client portal.

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Finding the right Mortgage & Protection policy for you!

Once we have completed our fact find, this will help us start our sourcing process. This is where we will find you the right mortgage lender or protection provider that meets your specific needs and requirements. We have access to the whole of the market for mortgages and we work with the largest protection providers in the industry, this means we will be able to help find you the right one for you!

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Completion is in sight

Once all the leg work has been done finding you the best mortgage deal and protection policy that fits your specific needs and circumstances, you will then receive your mortgage offer.

This is where the conveyancing process starts and is a step closer to receiving the keys to your new home! 

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Turning dreams into a reality

You’ve received the keys and your dream home is now yours! You will also be able to rest assured that you’ve got the right protection policies put in place, to give you that all important safety net for you and your family, should the unexpected happen.

Now your mortgage and protection requirements have been sorted, its time to address the rest of your financial needs. This could be by preparing for your retirement, estate planning or making sure your investments are in the best place. Financial planning doesn’t stop at just mortgages and protection!

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Our Main Services.

  • Mortgages

  • Protection & Insurance

  • Wills & Estate Planning

  • Equity Release

  • Pensions & Investments

Get in touch.

or call us
01332 382917
 

See What Our Clients Have To Say About Us.

view all

I've had financial advice from John Tucker at Crystal Clear for two house moves now. John was really helpful, especially answering all my questions as a first time buyer. He was proactive with keeping in touch whilst my house was on the market, and helped me to work out what I could afford, arranged my mortgage in principle, and helped me find the best deal on a mortgage. I couldn't be happier with the service I received on both occasions and would recommend John and Crystal Clear to anyone needing financial advice and relevant services.

Claire
May 2024

Excellent Service. Robert was a great help, and went through all our options with us throughout the whole process.

Kimberly & Matthew
May 2024

Amazing support during our first time mortgage application couldn’t have wished for a better advisor. Thank you, Pete.

Sophie & Luke
May 2024

Best wealth management, financial planning and mortgage brokerage I have ever come across. Personally, I have used their service for over 6 years after being recommended.
John's Service is always above and beyond, meticulous and puts me totally at ease. Even when he is away other team members know exactly what is happening with my affairs and everything is always ultra smooth and clear.
100% would recommend!

Ajay
April 2024

We had a great experience from beginning to end. Our Mortgage Advisor Emma was extremely helpful throughout and made us feel valued and went above and beyond for us. I would 100% recommend encourage anyone to use Crystal Clear and would definitely use them again in the future.

Jamal
March 2024

Stay Informed, Read Our Blog!.

 

  • Welcome to Our New Website: A New Era of CCFPL

    Jun 20, 2024

    We are thrilled to announce the launch of our brand-new company website, and we can’t wait for you to explore all it has to offer!

  • Pet Owners - Have you checked your Home Insurance?

    Jun 20, 2024

    Do you have pets? If so, is your home sufficiently insured against potential damage?

  • Do you have enough cover in your 30s and 40s?

    Jun 20, 2024

    Many people in their 30s and 40s might be slipping through the net when it comes to protection , as research indicates that this age group are mo...

  • Get Yourself Mortgage Ready

    Jun 20, 2024

    If you are hoping to buy a new home soon, it’s never too early to start preparing – get yourself mortgage-ready this summer by following thes...

  • Welcome to Our New Website: A New Era of CCFPL

    Jun 20, 2024

    We are thrilled to announce the launch of our brand-new company website, and we can’t wait for you to explore all it has to offer!

  • Pet Owners - Have you checked your Home Insurance?

    Jun 20, 2024

    Do you have pets? If so, is your home sufficiently insured against potential damage?

  • Do you have enough cover in your 30s and 40s?

    Jun 20, 2024

    Many people in their 30s and 40s might be slipping through the net when it comes to protection , as research indicates that this age group are mo...

  • Get Yourself Mortgage Ready

    Jun 20, 2024

    If you are hoping to buy a new home soon, it’s never too early to start preparing – get yourself mortgage-ready this summer by following thes...

01332 382917
4 St Georges House,
Vernon Gate,
Derby
DE1 1UQ.

info@ccfpl.co.uk