Crystal Clear Financial Planning Limited

Contact Information
4 St George's House, Vernon Gate, Derby, St George's House DE1 1UQ
Phone: 01332 382917


Welcome to Crystal Clear Financial Planning Limited, a company built around values, principles and trust. Everything we do in business is centred on you – the customer – and your needs. We’re committed to building face to face lasting relationships in a friendly manner where you’re at the heart of everything we do.

Our current team of financial advisors collectively have over 200 years experience within the financial services industry. We cover Derbyshire, Nottinghamshire, Leicestershire, Birmingham, Coventry, Stoke-on-Trent, Staffordshire and Shrewsbury and strive to deliver quality customer and community experiences when and where you want them.

Crystal Clear Financial Planning Limited is an appointed representative of Stonebridge Mortgage Solutions Limited, which is authorised and regulated by the Financial Conduct Authority.

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

• Protection Planning
• Mortgages
• Wills and Estate Planning
• Building and Contents insurance
• Business and Landlords insurance

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

For our Protection policies, we use a panel of providers which include Aviva, Friends Life, L&G, LV and Vitality.

Wills are not Regulated by the Financial Conduct Authority. Wills and Estate Planning Advice are arranged by referral to Secure Wills.

Your Crystal Clear consultant 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 financial needs.

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