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!
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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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See What Our Clients Have To Say About Us.
Even though we have switched mortgages previously we were quite nervous this time around as we knew interest rates were considerably higher.
Emma put our mind at ease and found us some perfect options. We found Emma to be very efficient with keeping track of the process and in answering any further questions we had.
It was an extremely smooth process and we would definitely recommend Emma to others.
Jason has been beyond helpful, always replying to my emails super quick and with all the information needed.
A great experience with Daniel, very enthusiastic and positive, encouraging and hardworking. Good communication and timely updates about the whole process. Finally got a good deal with the bank which I am so grateful to him. Wish him all the best in his career.
Fantastic staff and service! Great communication and so kind!
Good experience with Misbah , happy with her service. May Allah give her more success.
Financial security doesn’t stop at Mortgages and Protection.
Through our partnerships with Chrysalis Wealth Management, Sort Refer, Viva Retirement & The Secure Wills Company. We can be a guiding hand through all your financial needs, this includes areas such as: Pensions, Investments, Conveyancing, Equity release, Wills & Estate Planning!
Stay Informed, Read Our Blog!.
