Our Services

We offer a full range of financial and protection services. See below for some of our most popular.

1

Savings & Investments

There are many different ways to save, but whichever way you choose, the general idea is the same: to build up some money - savings...

View More
2

Pensions

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income...

View More
3

Financial Planning

Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial...

View More
4

Mortgages

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

View More

Financial advisers located in Devon & Cornwall

Welcome to Clearwater Financial Planning

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 email us at info@clearwaterfinancialplanning.co.uk and we'll be pleased to help you.

How We Work

Here's how we formulate
the plan towards Your Goals

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.

Our Plan
For You

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

ABOUT YOU

We meet together to discuss your personal circumstances and your current financial situation.

Your Goals & Ambitions

Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

ANALYSIS

We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

HOW TO GET THERE

So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

IMPLEMENTATION

It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

Review the Plan & Progress Updates

If required, review dates will be agreed and can take place annually or more regularly if required or requested.

What They Say
About Us

  • Worked with Trevor Blanton who is one of the nicest business men I know. Very approachable and takes time to explain things. I have every confidence in his capabilities and thoroughly recommend him.

    Susan Taniguchi

  • Found them to be very helpful and diligent and committed to helping us. Even when the mortgage provider threw boulder after boulder Infront of our application!

    Phil Robinson

  • Trevor was amazing, even with the solicitor delaying things all the way through, Trevor was on top of it and reassuringly calm the whole way through to the compilation of my mortgage.

    Phillippa Lovell

  • As a family we have dealt with Clearwater for many years, would not use anyone else. Friendly, solid no pressure advice. Thank you Guys. Look forward to many more years working together.

    Robert West

  • We have been using Clearwater for over 20 years and have always found them to be helpful and able to meet all our needs.

    Calinda Bond

Stock data

Value Move %
FTSE 100 8146.86 -16.810059 arrow -0.205913 arrow
FTSE ALL-SHARE 4438.37 -10.319824 arrow -0.23197445 arrow
FTSE MID 250 20120.36 -75.58984 arrow -0.3742822 arrow
FTSE 350 4482.59 -10.290039 arrow -0.22902992 arrow

where we are

01548 856096
56 Fore Street
Kingsbridge
Devon TQ7 1NY

info@clearwaterfinancialplanning.co.uk

where we are

01548 856096
Falcon Business Centre
Eagle Road, Langage
Plympton PL7 5JY

info@clearwaterfinancialplanning.co.uk

where we are

01548 856096
The Orchard Centre
Blind Hole, Market Street
Launceston PL15 8AU

info@clearwaterfinancialplanning.co.uk

Request a Call Back?

fill in this form

Mandatory fields*