Crystal Clear

Financial security for you and your business

Business protection is all about making sure you, your family and your business are financially safe for the future.

Future Safe

If you own a business and you don’t have key person insurance, shareholder protection or partnership protection, your business – and the livelihoods it supports – could be at risk.

Successful business owners plan ahead and understand that their own financial security is tied up with the growth and profitability of the business. That’s why they take the time to work with their trusted advisers to put protection in place.

Crystal Clear Financial Services has an enviable
reputation for getting results.

We offer a range of services to business owners and individuals.
Take a look to see how we can help.

Business Protection

We’ll help you put affordable, relevant insurances in place that protect your business, ensure your loans are repaid if you find yourself in difficult circumstances and give you peace of mind for your family.

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Pensions

Make sure your pension provision will meet your needs when you retire. Thinking of retiring early? We can help you to plan for a secure future.

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Investments

Investment advice that give you options for long-term financial planning and income.

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Make an appointment to discuss your needs

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Equity Release

If you’re aged 55 or over, you could raise money by releasing some of the equity in your home without having to sell. Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits

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Mortgages

We’re award-winning mortgage advisers specialising in mortgages for business owners and the self-employed.

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Individual protection

How would you manage unexpected illness or injury or even death? It’s a serious question, and we can help you plan ahead, just in case.

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About Us

We’re a small, experienced team that believes in personal service. We’ve got a reputation for going above and beyond expectations, and making sure that you get the very best outcomes.

Founder Mike Brown leads by example, building great relationships with providers across the market. This means that we can truly be on your side, working hard so that you can have the lifestyle you want and the retirement you’d love.

In the know

Useful advice and company news


Private: 7 questions to ask your business protection provider


Private: Crystal Clear Shortlisted in Mortgage Strategy Awards 2020 for Best Small Broker


Private: Maximising Tax Allowances