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    At Clearwater Financial Planning we work with you, to help you set financial goals to work towards your planned financial future.

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  • Services
    • Savings & Investments
      • Introduction To Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Financial Planning
      • Introduction To Financial Planning
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Wills
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy-to-let
      • Self Build Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Long Term Care Planning

    Why Save? Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

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    We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

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    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed...

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    Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

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    Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.

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    There are events we can all face that have the potential to completely transform our lives.

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    Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk.

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

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    If you're over the age of 55, lifetime mortgages offer you a way to use the value of your home to raise money.

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  • Calculators
    • Mortgage Borrow Calculator
    • Overpayment Calculator
    • Stamp Duty Calculator
    • Mortgage Repayment Calculator
    • Equity Release Calculator
    • Inheritance Tax Calculator
    • Investment Calculator
    • Loan Calculator
    • Pensions Shortfall Calculator
    • Retirement Income Calculator

    Make informed decisions about spending and saving. Create a budget and set financial goals by using the calculator below.

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  • Useful Links
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    • My Portfolio
    • Market Data
    • Attitude to Risk Profiler

    It is important to gather information from multiple sources and to thoroughly evaluate the credibility and reliability of the information before making any investment decisions.

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Back
  • Home
  • About Us
    • Our Company
    • Our Team
    • Blogs
  • Services
    • Savings & Investments
      • Introduction To Savings & Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Fixed Interest Investments
    • Financial Planning
      • Introduction To Financial Planning
    • Pensions
      • Retirement Planning
      • National Employment Savings Trust (NEST)
      • Occupational Pensions / Auto Enrolment
      • Annuities
      • Income Drawdown / Unsecured Pension
      • Personal Pensions
      • Stakeholder
      • State Pension
      • SSAS
      • Executive Pension Plan
      • SIPP
      • Long Term Care Planning
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Trust Information
      • Wills
    • Taxation
      • Introduction to Taxation
      • Income Tax
      • Capital Gains Tax
      • Inheritance Tax
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate Mortgages
      • Fixed Rate Mortgages
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge Mortgages
      • Buy-to-let
      • Self Build Mortgages
    • Equity Release
      • Introduction to Equity Release
      • Types of Equity Release
      • Lifetime Mortgage
      • Home Reversion Plan
      • Drawdown Lifetime Mortgage
      • Home Income Plan
      • Costs
    • Long Term Care Planning
  • Calculators
    • Mortgage Borrow Calculator
    • Overpayment Calculator
    • Stamp Duty Calculator
    • Mortgage Repayment Calculator
    • Equity Release Calculator
    • Inheritance Tax Calculator
    • Investment Calculator
    • Loan Calculator
    • Pensions Shortfall Calculator
    • Retirement Income Calculator
  • Useful Links
    • Research Links
    • My Portfolio
    • Market Data
    • Attitude to Risk Profiler
  • Testimonials
  • Literature
  • Privacy Notice
  • Contact Us
  • call us now! 01548 856096