About Us

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.

Financial Advisers, Kingsbridge & South Hams
Financial Advisers, Kingsbridge & South Hams

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.

Clearwater Financial Planning Advsers Support Staff
Clearwater Financial Planning Advsers Support Staff

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/

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

Quilter Financial Services Limited and Quilter 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