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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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      • Introduction To Savings & Investments
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      • Introduction to Equity Release
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    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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    Make informed decisions about spending and saving. Create a budget and set financial goals by using the calculator below.

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    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
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where we are

01548 856096
56 Fore Street
Kingsbridge
Devon TQ7 1NY

info@clearwaterfinancialplanning.co.uk

where we are

01548 856096
Falcon Business Centre
Eagle Road, Langage
Plympton PL7 5JY

info@clearwaterfinancialplanning.co.uk

where we are

01548 856096
The Orchard Centre
Blind Hole, Market Street
Launceston PL15 8AU

info@clearwaterfinancialplanning.co.uk
Locations
  • KINGSBRIDGE
  • PLYMOUTH
  • LAUNCESTON
  • Financial Planning in Kingsbridge, South Devon
  • Financial Planning in Launceston, Cornwall
  • Financial Planning in Plymouth, South Devon

Privacy Notice

 

Clearwater Financial Planning Ltd is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the FCA register (https://register.fca.org.uk/s) under reference 440703 and 440718.

Clearwater Financial Planning is registered in England and Wales, No. 05764001. Registered Office: 56 Fore Street, Kingsbridge, Devon, TQ7 1NY.

The guidance and/or information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 19/07/2024

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