01332 382917

About Crystal Clear Financial Planning

Our current team of financial advisors collectively have over 200 years experience within the financial services industry.

After completing a review of your personal and financial circumstances, we promise to focus on making recommendations that allow you to make an informed decision based on your desired lifestyle.

Our advisors are fully qualified to address all specialist areas of advice between them. The qualifications held include:

  • Full Financial Planning Certificate
  • Diploma Qualification
  • Certificate in Mortgage Advice and Planning (CeMAP/MAQ)

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 finanical needs.

The initial consultation to establish your requirements is free. For mortgage advice, we charge an upfront fee of £199. A further 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.