Business Details
26 Years
experience
Expert Financial Planning Services in London
Established in March 2000, Crystal Financial Solutions has built a reputation as an independent financial advisory firm dedicated to helping clients achieve their financial goals. Our team of experienced advisers, with up to 20 years of expertise, provides bespoke solutions across mortgages, pensions, investments, and protection planning. As a whole-of-market provider, we offer unbiased advice by researching all available products to tailor recommendations to individual circumstances.Our commitment to client-centric service is reflected in our regular use of video technology for flexible communication while maintaining the option for in-person meetings. With a strong focus on transparency and trust, we operate with the same diligence as if managing our own finances, ensuring clients receive the highest standard of professional guidance.
Services
Financial Planning
Mortgage Advice
Pension Services
Investment Management
Business Protection
Life Insurance
Critical Illness Cover
Details
- Year established: 2000
Highlights and features
- We have over 20 years of experience in independent financial advisory services
- Our whole-of-market approach ensures access to the best products available
- We provide truly unbiased advice tailored to individual circumstances
- Clients praise our transparent communication and professional service delivery
- We combine technology with personal interaction for flexible client support
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Highly recommend
Professional service
Trust wholeheartedly
Dedicated team
Services
Financial Planning
We create comprehensive financial strategies tailored to individual goals, covering retirement planning, tax efficiency, and wealth preservation. Our approach combines market analysis with personal circumstances to develop actionable plans. Clients benefit from ongoing reviews to ensure strategies adapt to changing needs.
Mortgage Advice
Our whole-of-market mortgage service helps clients find competitive deals across all lender types. We guide first-time buyers, remortgagers, and buy-to-let investors through the application process. Fees start at 600 with transparent disclosure of all associated costs.
Pension Services
We offer independent pension advice covering personal pensions, SIPP, and workplace schemes. Our 20-year experienced team helps clients maximise retirement income through tax-efficient strategies. We explain complex options like annuities and drawdown facilities clearly.
Investment Management
We help clients grow wealth through diversified investment strategies using various platforms. Our advisers explain risk profiles and market conditions to make informed decisions. Regular portfolio reviews ensure investments remain aligned with financial objectives.
Life Insurance
We provide comprehensive life cover solutions including term insurance, whole-of-life policies, and critical illness cover. Our free policy reviews ensure ongoing suitability while we handle claims assistance for policyholders.
People
Jinit Shah
Founder
With over 20 years in financial services, Jinit established Crystal Financial Solutions in 2000 after working at a major insurance company. He leads our team in delivering expert advice while maintaining client relationships.
Paul Arora
Financial Adviser
Paul provides expert mortgage and protection advice, known for his clear communication and client-focused approach. He works closely with clients to understand their specific financial requirements and objectives.
Miraj
Financial Adviser
Miraj specialises in investment and pension planning, combining technical expertise with practical guidance. Clients appreciate his ability to explain complex financial concepts in straightforward terms.
Questions
What financial services do you specialise in?
We specialise in mortgages, pensions, investments, life insurance, critical illness cover, and business protection planning.
Are you independent financial advisers?
Yes, we are whole-of-market independent advisers with no ties to specific providers, ensuring unbiased recommendations.
How are your mortgage fees structured?
Our typical mortgage advice fee is £600, though this may vary depending on individual circumstances.
Do you offer online consultations?
Yes, we use video technology for remote consultations while maintaining in-person meeting options.
What areas do you cover?
We primarily serve London and surrounding areas including Harrow and Middlesex.
