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 wanted to get a better deal on my existing mortgage. Mustafa sourced the best mortgage deal from the all of market, which fully met my requirement and circumstances. The outcome was outstanding and exceeded my expectations.

Muhammad
January 2023

I needed to re-mortgage, Mustafa helped find a solution to a problem - he spoke to many lenders and came back with the most appropriate solution, he hand held throughout the process. He explained the process very clearly & yes, got the solution we wanted in a timely manner.

Sunil
January 2023

Amazing company! We live in the south so they’re not based near us but that did not cause any problems at all. Kevin went above and beyond to get our mortgage sorted quickly and efficiently. He was so helpful from start to finish, we couldn’t recommend him enough. His responses were always quick and clear and nothing was too much trouble. He did everything he could to make sure our sale went through before the mortgage expiry, saving us a lot of time and stress. Wouldn’t go to anyone else!

Kristina
February 2023

What an exceptional mortgage company, they go above and beyond for every single client. Kevin Burdis our personal mortgage adviser, working for this company and also happens to be my father is beyond incredible! He takes on your case as if it was his own home, contactable out of hours, always keeping you informed and just putting all the tricky terms simply! We are without a doubt so lucky to have him but also the company. The care, customer service and just the friendliest staff.

If you are looking for a company to assist you look no further!

Amy
February 2023

Recently renewed our mortgage with Kevin, the whole process from start to finish was so smooth and efficient. Kevin took the stress away from us and was always so helpful and at the end of the phone when needed, thank-you would highly recommend!

Chloe & Dave
September 2023

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

info@ccfpl.co.uk