Protecting Your Home, One Lock at a Time.
At Crystal Clear Financial Planning, we are a team of dedicated professionals who pride ourselves on providing personalized and tailored financial support to suit your unique needs. Our mission is to understand the things that matter most to you and provide transparent, flexible financial advice that meets your specific requirements.
Our Principles and Values
As a company built around core principles of trust and values, we are committed to doing our best for our customers. We understand that by working together, the decisions you make today will define and guide your lives for tomorrow. At Crystal Clear, everything we do is designed to support you and your family, with customer-centric principles, professional insights, and transparent financial advice.
Our Services
We offer a comprehensive range of financial planning services, including:
- Mortgages: From first-time buyer mortgages to remortgaging or mortgages when moving home, our expert advice will guide you through the process.
- Insurance and Protection: We provide extensive insurance and protection advice, including landlord insurance, income protection, home and contents insurance, and life insurance.
- Equity Release: Through our partnership with Viva Retirement, we can offer equity release to our customers across the UK.
- Wills and Estate Planning: Our team of experts provides professional, empathetic, and personalized wills and estate planning services to ensure your loved ones are protected.
Our Approach
At Crystal Clear, we believe that financial planning should be tailored to your individual needs. Our experienced advisors take the time to understand your goals and aspirations, providing you with personalized guidance and transparent advice. We work closely with you to ensure that you are making informed decisions about your financial future, giving you peace of mind and confidence in your financial planning.
Join Our Team
If you share our values and passion for delivering exceptional financial planning services, we would be delighted to hear from you. We are always on the lookout for talented individuals to join our growing team of financial advisors.
History
Crystal Clear Financial Planning was established in 2011 with a single goal: to help you get the right mortgage for your needs. With years of experience and expertise, we have built a reputation for providing exceptional financial planning services and building lasting relationships with our clients.
Testimonials
Don't just take our word for it! Our satisfied clients have spoken out about their experiences with Crystal Clear Financial Planning:
- "Peter is professional, friendly, open, and transparent. He always ensures that he is available when questions or queries arise and always very helpful and genuine."
- "Peter is a wonderful advisor who has gone above and beyond to help me with my mortgage and protection needs."
Blog
Stay up-to-date with the latest financial planning insights and expert advice from our team. Our blog features regular articles on topics such as home and contents insurance, mortgages for first-time buyers, and more.
Contact Us
Get in touch with us today to discuss your financial planning needs. Our team is here to support you every step of the way.
Exceptional Customer Service
Crystal Clear's clients rave about the outstanding service they received from the team. John Tucker, in particular, has been praised for his exceptional expertise, reliability, and dedication to finding the best possible solutions for his clients. Clients have stated that he answers all their questions clearly, goes above and beyond, and always puts them at ease.
Attention to Detail
The team at Crystal Clear is meticulous and thorough in their approach, ensuring that clients understand every aspect of the mortgage process. They keep clients informed at every step, making the process smooth and stress-free.
Personal Touch
Many clients have praised the team's ability to build trust and rapport with them, making the process feel more personal and tailored to their specific needs. They have also commended the team's friendliness, approachability, and willingness to listen and provide guidance.
Recommendations
Unanimously, all the clients have recommended Crystal Clear to others, citing the exceptional service they received. They have praised the team's ability to go above and beyond, make the process easy and smooth, and provide expert advice.
