01332 382917

What makes
us different?

We promise to understand the things that matter most to you.

We know that by working together, the decisions you make today will define and guide your lives for tomorrow.

An Introduction to Crystal Clear

Welcome to Crystal Clear Financial Planning Limited, a company built around values, principles and trust. Everything we do in business is centred on you - the customer - and your needs. We're committed to building face to face lasting relationships in a friendly manner where you're at the heart of everything we do.

Our current team of financial advisers collectively have over 200 years experience within the financial services industry. We cover Derbyshire, Nottinghamshire, Leicestershire, Newcastle Under Lyme, Birmingham, Coventry, Stoke-on-Trent, Staffordshire and Shrewsbury. We strive to deliver quality customer and community experiences when and where you want them.

Crystal Clear Financial Planning Limited is an appointed representative of Stonebridge Mortgage Solutions Limited, which is authorised and regulated by the Financial Conduct Authority (FCA). Our advisors are fully qualified to address all specialist areas of advice between them. These areas include -

  • Protection Planning
  • Mortgages
  • Wills and Estate Planning
  • Building and Contents Insurance
  • Business and Landlords Insurance

The initial consultation to establish your requirements is free. For mortgage advice, we charge an upfront fee of £199. A further typical fee may be payable - up to a total maximum of £498 - depending on your circumstances.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Crystal Clear Financial Planning Limited source from the whole of market, with the exception of bridging loans.

Wills are not regulated by the Financial Conduct Authority. Crystal Clear Financial Planning Limited are not acting as appointed representatives of Stonebridge Mortgage Solutions Ltd for Will Writing.

Your Crystal Clear advisor can meet you at a time and place that suits you. Whether this is at home, work or even our offices, during the day or in the evening, you can be at ease in discussing your personal situation and aspirations. In today's ever changing world we make a difference by listening and working together in providing a guiding hand through all your financial needs.