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.

!

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.

contact us

Your goals and ambitions

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

contact us

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.

contact us

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!

contact us

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! 

contact us

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!

contact us

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

Crystal Clear Finance, acting as our broker, was instrumental in securing our mortgage. Their service was exceptional. John Tucker, in particular, demonstrated extensive knowledge and integrity. During a period of high interest rates, it was his expertise that enabled us to secure the best deal available on the market. His ability to promptly alert us about changing situations and effectively communicate with banks on our behalf to explore the best options was remarkable. We highly recommend his services.

Halim & Nadia
November 2023

Was recommended John @ crystal clear finance by a mutual friend. Being first time buyers we were unsure of how to proceed and what options were available to us but John soon put us on the straight and narrow. He arranged everything for us, always kept us up to date on progress and was always available should we have any queries despite this being a tricky case matter. Without him we wouldn’t have secured the mortgage.  Can’t recommend enough. Great personal service.

Gary & Charlene
November 2023

Luke was excellent at taking on board our requirements for a mortgage, and was very knowledgeable. He gave us options of different mortgage deals and was able to answer all questions we had. The process was quite painless with Luke always keeping us abrest of the progress and always available to us for anything we needed. Luke also suggested different insurance plans we might want to look at and arranged everything for us.

Stuart & Lynsey
October 2023

I can say with confidence that Luke Parker is a fantastic advisor. I was looking for some protection in multiple areas, including income and any injuries I may sustain during my life, and Luke helped me a tremendous amount. He showed me many policies that directly affect me, but narrowed down the options to find the perfect ones for myself. Mr Parker is a very professional young man, and I'm very glad I have him as my advisor.

I have great confidence in him with what life has in store for me. Again, thank you very much, for helping me at the extent you did, Luke. I highly recommend Luke to anyone looking into getting protection (In many aspects), and also anyone looking to get help with Mortgages.

Ben
April 2023

We have used Pete several times now and will continue to use his service in the future. His knowledge and experience is invaluable, and it makes the journey of moving house a far better experience. He is a great asset to your company.

Stephanie
December 2023

Stay Informed, Read Our Blog!.

 

  • Get clued up on critical illness cover

    Apr 02, 2024

    A survey has indicated that many young adults are ill-informed about insurance, as 53% of 18-40 years olds do not know the purpose of critical il...

  • Many First-Time buyers are teaming up to buy homes

    Apr 01, 2024

    Getting onto the property ladder continues to be a challenge for younger generations, as 63% of first-time buyer (FTB)  mortgage completions1 ar...

  • House prices showing signs of recovery

    Mar 24, 2024

    The start of the year showed promise for the housing market, as house prices are increasing month-on-month.

  • Plan ahead with a property survey

    Mar 20, 2024

    When buying a house, a property survey can seem like one more cost among many! But getting the right survey is more than a burden - it can be cru...

  • Get clued up on critical illness cover

    Apr 02, 2024

    A survey has indicated that many young adults are ill-informed about insurance, as 53% of 18-40 years olds do not know the purpose of critical il...

  • Many First-Time buyers are teaming up to buy homes

    Apr 01, 2024

    Getting onto the property ladder continues to be a challenge for younger generations, as 63% of first-time buyer (FTB)  mortgage completions1 ar...

  • House prices showing signs of recovery

    Mar 24, 2024

    The start of the year showed promise for the housing market, as house prices are increasing month-on-month.

  • Plan ahead with a property survey

    Mar 20, 2024

    When buying a house, a property survey can seem like one more cost among many! But getting the right survey is more than a burden - it can be cru...

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

info@ccfpl.co.uk