56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Clear & Concise Financial Planning

Dont leave it to chance! Contact Us

Financial Advice you can Trust

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax planning is not regulated by the FCA.

Protection

Looking after loved ones

Investing & Saving

Making your money work for you

Pension and Retirement

Helping you achieve your retirement goals

Tax Planning

Helping you pay only the tax you need too

About Us

Clearwater Financial Planning are Financial Advisers based in Kingsbridge and help people throughout the South Hams and across Devon. We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.

Our Service to You

We will explain things simply; from helping you choose from a range of products to preparing you for possible life changes We will work with you to set your medium to long-term financial goals Regular review of your finances if you choose, keeping you on track

Coffee Time

Come and see us, have a coffee and tell us your needs, ideas and circumstances regarding any financial matter

Listen

Let us listen to, and understand what you want from us or your desired product or service.

Recommend

From our extensive range of products and services we will recommend a tailored package that suits you

Implementation

Following our discussions and recommendations, we will implement a product or service that suits your needs

Services

Financial Advice Team

Our team of professional Financial Advisers are qualified to help you with all of your financial needs though out your life.

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Paraplanners

Teamwork is a great way to achieve great success. With our experienced and professional team of Paraplanners we can provide a seamless service to achieve quality results for you.

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Document Library

Make use of our online document library to allow you to obtain information about us, or our services or some of our products, 24hrs 7days a week.

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Get In Touch with Us

If you have any questions, do not hesitate to contact us

Contact us now

Clearwater Financial Planning Limited is an Appointed Representative of Intrinsic Financial Planning Limited, and Intrinsic Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/register/) under reference 440703 and 440718

Clearwater Financial Planning Ltd is Registered in England & Wales Company Number 05764001

Registered Office - 56 Fore Street, Kingsbridge, Devon, TQ7 1NY