Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Mortgages & Borrowing

Mortgages are loans which are intended to help buyers purchase residential property. When you take out a loan, the lender charges...

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Welcome to Clearwater Financial Planning Ltd, Financial Advisers in Kingsbridge, Devon

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01548 856096 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

GENERAL ENQUIRY FORM

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Other Areas Of Expertise

    • Protection

      There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or beco...

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    • Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. It is advised that you seek Independent Legal advice before entering into a legally binding equity release contract. ...

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    • Tax Planning

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth ...

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Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.