Crystal Clear Financial Planning Limited

Crystal Clear Financial Planning Limited Crystal Clear was established with one goal in mind – to help you get the right mortgage for you For mortgage advice, we charge an upfront fee of £199.

We currently cover the whole of the UK - with advisers based in Derbyshire, Nottinghamshire, Leicestershire, Birmingham, & Surrey. 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. The initial consultation to establish your requirements is fre

e. 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.

Just like a sandcastle, life can feel solid one moment and change with the tide the next 🏖️While we can't predict what's...
18/07/2026

Just like a sandcastle, life can feel solid one moment and change with the tide the next 🏖️

While we can't predict what's around the corner, we can take small steps today to be better prepared for tomorrow.

Private Medical Insurance (PMI) can provide access to eligible private medical treatment, giving you greater choice and support when you need it.

The right cover looks different for everyone, with premiums depending on factors such as your age, health, level of cover and individual circumstances.

If you're wondering whether Private Medical Insurance is right for you, we'd be happy to talk you through the options and help you find a solution that suits your needs 💬

As with all insurance policies, conditions and exclusions will apply.

Imagine your family trying to work things out without clear instructions…🫣Who inherits what?Who manages the estate?What ...
16/07/2026

Imagine your family trying to work things out without clear instructions…🫣

Who inherits what?
Who manages the estate?
What were your wishes?

Without a valid will, some of the most important decisions may be left to rules and processes rather than personal choice.

Creating a will isn't about preparing for the worst. It's about making life easier for the people that you care about most💙

Our Wills & Estate Planning Service is arranged by introduction only to Crystal Clear Wills & Estate Planning. Wills are not usually regulated by the Financial Conduct Authority. Crystal clear financial planning ltd are not acting as appointed representatives of Stonebridge mortgage solutions ltd for will writing.

Life doesn't always go to plan😔That's why it's worth thinking about what would happen if you couldn't work due to an acc...
14/07/2026

Life doesn't always go to plan😔

That's why it's worth thinking about what would happen if you couldn't work due to an accident, illness or redundancy.

Having the right protection in place can provide valuable financial support during uncertain times, helping you keep up with essential commitments while you get back on your feet.

Because everyone needs a safety net sometimes!🥅

As with all insurance policies, conditions and exclusions will apply. The cost of this insurance depends on several factors, such as your age, where you live and your occupation. As a result, the cost you will pay is based on your own circumstances.

Not every setback is predictable🔮Whether it's illness, injury or another unexpected life event, having the right protect...
12/07/2026

Not every setback is predictable🔮

Whether it's illness, injury or another unexpected life event, having the right protection in place can help you recover financially as well as emotionally.

Life might have the occasional meltdown but having a plan in place can make getting back on track that little bit easier!🍦

When was the last time you reviewed your protection?🤔

As with all insurance policies, conditions and exclusions will apply.

10/07/2026

Over the past couple of weeks, we’ve kicked off our Adviser Spotlight series, where we’ve featured and reintroduced you to our Business Protection & PMI Specialist, Stewart.

Of course, no filming session is complete without a few forgotten lines, plenty of laughter and the odd awkward pause… 😂

We thought we’d share a few behind-the-scenes bloopers with you. Enjoy! 🎬

09/07/2026

Episode 6: What now? 🤔

This week, Stewart has covered the risks and mistakes that businesses face, along with the various different types of policies available🛡️

Now it’s time to make sure that you know exactly where you stand and what to do next-
📞01332 382917  📧[email protected]

Thank you for following along with our first CCFPL adviser spotlight series, we hope you have found it useful!

Keep an eye out to see who we will have in the hot seat next…👀

As with all insurance policies, conditions and exclusions will apply.

08/07/2026

Episode 5: Business Protection Isn’t Just Insurance.

Running a business is a big responsibility but what would happen if a key person couldn’t work, a shareholder left or a business loan needed covering?

We help businesses stay secure with tailored protection solutions, including:
💎 Shareholder Protection
💎 Key Person Insurance
💎 Business Loan Protection
💎Relevant Life Cover
💎 Executive Income Protection
💎 Private Medical Insurance (PMI)
💎Standard Life Insurance

With the right protection in place, you can focus on growing your business, knowing it’s safeguarded against the unexpected.

📞 Get in touch to find the right solution for your business today.

As with all insurance policies, conditions and exclusions will apply.

07/07/2026

Episode 4: Who Needs Business Protection?
 
Small or complex, every business faces risk. Don’t leave it to chance - get clarity and protect what you’ve built.

Let’s make sure that your business is covered, get in touch today;
📞01332 382917  📧[email protected]

Keep an eye out for tomorrow’s episode:  Business Protection Isn’t Just Insurance…

As with all insurance policies, conditions and exclusions will apply.

06/07/2026

Episode 3: Why Is It Important To Have A Review?
 

Most businesses put a protection policy in place… then leave it.

The real mistake? Not structuring it properly and reviewing it when circumstances change, like new team members, expansion or business growth🛡️

When was the last time that you had a review?🤔

Stay tuned for tomorrow’s episode: Who Needs Business Protection?

As with all insurance policies, conditions and exclusions will apply.

This month marks 2 milestones for 2 members of our CCFPL team!🌟Happy 3rd Year Work Anniversary, to our fantastic Senior ...
03/07/2026

This month marks 2 milestones for 2 members of our CCFPL team!🌟

Happy 3rd Year Work Anniversary, to our fantastic Senior Administrator, Parneet! 🎉

Happy 2nd Year Work Anniversary, to our amazing Mortgage Broker, Rachel! 🎉

Here's to celebrating the great service that you have provided to our clients over the years. Thank you for being an invaluable part of our team! 🙌✨

Address

4 Street Georges House, Vernon Gate
Derby
DE11UQ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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