Clear & Concise Financial Planning
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.
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
Come and see us, have a coffee and tell us your needs, ideas and circumstances regarding any financial matter
Let us listen to, and understand what you want from us or your desired product or service.
From our extensive range of products and services we will recommend a tailored package that suits you
Following our discussions and recommendations, we will implement a product or service that suits your needs
Financial Advice Team
Our team of professional Financial Advisers are qualified to help you with all of your financial needs though out your life.Read More
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.Read More
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.Read More