About Clearwater Financial Planning in Kingsbridge
About Clearwater Financial Planning
As financial advisers 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 team of advisers have either all achieved, or are part way through, their advanced FPC qualifications. Within our advisory team we also have tax experts and pension transfer specialists.
Your adviser is supported by a team of full time researchers who between them have Financial Planning and Investment Advice Certificates. Using state of the art technology, they are kept up to date on a daily basis by product providers. In addition, we have strong links with local legal, accounting and stock broking firms.
Our fresh approach is designed to provide you with crystal clear financial planning.
Financial Advisers Kingsbridge & The South Hams
Clearwater Financial Planning Ltd. Registered office: 56 Fore Street, Kingsbridge, TQ7 1NY
Links Financial Conduct Authority – www.fca.org.uk/