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.

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10/10 fantastic service! I understood everything, clear and easy to work with.

Gerald
August 2024

Luke Parker has been great with sorting out my mortgage and insurance. He keeps me regularly updated with progress and works hard to ensure I’m getting the best deal possible. Luke is easy and reliable to deal with and I am extremely grateful for how he works.

Jack
August 2024

Nick Cross has provided excellent financial advice for me over the past few years. The communication and overall service has been friendly, professional and thorough. I feel comfortable knowing that I have the best deal on my mortgage and that any questions I have will be answered clearly and swiftly. Highly recommended!

Christopher & Nicola
August 2024

Always a pleasure working with Nick, when it comes to rearranging our mortgage. Professional service, great communication, would have no hesitation in recommending his services.

Mark & Yvonne
August 2024

My adviser Nick was friendly and reliable. The whole process went very efficiently.

Stephen
August 2024

Stay Informed, Read Our Blog!.

 

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    If you already have adequate cover in place, it can be easy to assume that there is nothing more to be done. However, there are extra steps you c...

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    Following Labour’s landslide election win, much of the nation is waiting to find out what is in store for the UK housing market.  Many major p...

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    In this July Insights blog post, we delve into the below topics, offering our insight into the current state of the housing market and the growin...

  • Housing changes that the UK hopes to see

    Jul 17, 2024

    Before the election, property experts Rightmove carried out a survey to ascertain what this new government’s priorities should be when it comes...

  • Protection – go above and beyond

    Aug 28, 2024

    If you already have adequate cover in place, it can be easy to assume that there is nothing more to be done. However, there are extra steps you c...

  • Labour’s changes to the housing policy

    Aug 20, 2024

    Following Labour’s landslide election win, much of the nation is waiting to find out what is in store for the UK housing market.  Many major p...

  • July Insights

    Jul 22, 2024

    In this July Insights blog post, we delve into the below topics, offering our insight into the current state of the housing market and the growin...

  • Housing changes that the UK hopes to see

    Jul 17, 2024

    Before the election, property experts Rightmove carried out a survey to ascertain what this new government’s priorities should be when it comes...

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

info@ccfpl.co.uk