WealthWise Newsletter June-July 2013

Welcome to our latest issue of WealthWise; specifically designed to help you make the most of your money by keeping you up-to-date and informed with important financial news and information. In this issue, we discuss the following: Financial planning to help your child with university costs Is there a gap […]

A guide to Becoming self-employed

The idea of working for yourself may be a very nice one indeed, however there are certain financial implications you should be aware of. Here is our guide to what you should know if you are thinking of becoming self-employed. Please follow and like us:

Business Planning

Our combination of experience, research and service can add real value to your business.When you are looking for independent advice to make sure your business works at its optimum. Please follow and like us:

WealthWise Newsletter April-May 2013

Welcome to our latest issue of WealthWise; specifically designed to help you make the most of your money by keeping you up-to-date and informed with important financial news and information. In this issue, we discuss the following: Do you plan to retire this year? what you should know beforehand. Spring […]

Retirement

We will make recommendations and produce projections that ensure your pension plans are kept on track to deliver the retirement that you deserve. Please follow and like us:

Savings & Investments

We will help you to set your investment objectives, and work with you to build a portfolio that is most likely to see those objectives delivered. Please follow and like us:

Tax Planning

We work closely with accountants to ensure that all avenues are explored and that the hard work and energy you put into your own business delivers a worthwhile reward in your hands, rather than the Taxman’s. Please follow and like us:

Protection

Protection Advice to help you look after your loved ones! Please follow and like us:

Mortgages & Borrowing

As fully Independent & Whole of Market Mortgage Brokers, we have the ability to consider every mortgage being offered in the UK, and are able to source the right product for each of our client. Please follow and like us:

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