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Crystal Clear Financial Planning Limited

Crystal Clear Financial Planning Limited

5.0(111 reviews)See reviews ↓·Derby

What customers say

Based on genuine customer reviews

Mortgages, protection policies and general insurance form the core of the work that customers describe at this Derby practice, and the recurring praise centres on the advisers themselves. Several reviewers name Emma Day, Luke Parker, John Tucker and Dan Thompson individually, highlighting how each explained options in plain terms and allowed borrowers to reach an informed choice without pressure. A point that comes up often is the speed of response, with emails, calls and texts answered promptly and queries resolved as soon as they arose.

First-time buyers in particular write about feeling supported through what they expected to be a stressful process, and longer-standing clients describe being looked after across multiple projects over several years. Reviewers often mention the care taken to understand personal circumstances before recommending a product, whether that involved a mortgage, a protection policy or general insurance cover. The friendliness of the wider team and the efficiency of keeping track of each stage also feature, and the clear explanations of pros and cons are credited with making complex decisions manageable. Dedication to finding suitable solutions, rather than a single standard answer, is the theme running through the accounts.

Financial AdvisorMortgage brokerInsurance broker

Reviews

Reviews are taken from publicly available sources.

KW
Kevin Walker17 July 2026

Kev has been handling our mortgage for 4 years now, we would never approach anyone else. He is very knowledgeable, very approachable and has gone above and beyond for us.

RS
Ruby Smith17 July 2026

Our advisor Emma Day was amazing with both our mortgage application and in sorting our life insurance for us. Couldn’t recommend her enough! The perfect advisor, so supportive and knowledgeable this was especially appreciated since we were first time buyers. A lovely woman and credit to the business!

JR
Jamie Rowell18 June 2026

Got my mortgage for my first home with Dan Thompson. Was easy to communicate with, clear and concise, and quick to respond.

AB
Alex Bridges16 April 2026

My mortgage advisor, Luke, went above and beyond to sort our mortgage. I have had phone calls with Luke at 8 in the morning and 8 at night, he always made time and worked hard to get things over the line for us. As a first time buyer I cant recommend him enough - really knowledgable and makes everything very transparent and tells you exactly what you need to get your ducks in a row.

HF
Haddon Forster4 April 2026

I cant be any more thankful, I used Luke Parker throughout the whole buying process. He has been nothing but helpful, informative and nothing was an issue. He has always made time for me and responded as soon as I had any worries or queries with either a phone call or text. Would definitely recommend to anyone !

SS
Sarbjit Singh31 March 2026

We previously arranged our mortgage and General Insurance a year ago through Emma Day at Crystal Clear Financial Planning, so when it came to taking out a protection policy, we knew we were in safe hands. Once again, the advice which was given to us was absolutely amazing. Everything was explained to us clearly and in detail, making sure that we fully understand all of our options. Emma took the time to consider our personal needs and circumstances, which made us feel confident that the protection policy recommended was the right fit for us. The whole process was smooth, professional and stress-free. We wouldn’t hesitate to recommend Crystal Clear Financial Planning to anyone looking for honest, thorough and personalised financial advice.

AW
Adam White28 March 2026

We have used John tucker for 10 years now and he has always delivered a 1st class service. Nothing is ever to much for John. John takes care of everything and is very reassuring and explains everything in Lehman's terms. Wouldn't use anyone else

Financial advisers in Derby compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Derby are compared.

RankProviderRatingReviewsOpen Sat.
1Broadview Financial Services Ltd★ 5,0182No
2Crystal Clear Financial Planning Limited (this page)★ 5,0111No
3AMG Wealth (CHARTERED FIRM)★ 5,062No
4Glenrose Financial Planners★ 5,027No
5JMK Wealth Management Ltd★ 4,950No
Contact
+441332382917crystalclearfinancialplanning.co.uk4, St George's House, Vernon St, Derby DE1 1UQ
Working hours
MondayClosed
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–16:00
SaturdayClosed
SundayClosed