56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Financial Planning

ANNUAL ALLOWANCES – A CHECKLIST FOR THE TAX YEAR-END

With the tax year-end fast approaching, it’s time to make the most of your annual allowances. Use your ISA allowance Think about topping up your tax-efficient savings. The maximum amount that can be saved into an ISA this tax year is £15,240, increasing to £20,000 from April. For Junior ISAs, […]

Buy to Let Seminar

In association with Francis Clark Accountants, Stags Estate Agents & NFU Mutual, Clearwater Financial Planning are joint hosting a But to Let seminar at the Dartmouth Golf and Country Club to talk about all things surrounding Buying a Property to let. Please follow and like us:

Clearwater Financial Planning

Tax Tables for the year 2014 – 2015

To help with your quick tax questions, we have provided a shortened version of the Tax Tables for the year 2014 – 2015 Please follow and like us:

Clearwater Financial’s, Christmas Edition of the Wealthwise Newsletter for Dec 2013 & Jan 2014

Welcome to the December 2013 & January 2014 issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and […]

Latest Wealthwise News Letter for October – November 2013

Welcome to the October & Novembers issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and informed with […]

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:

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

Intrinsic Financial Planning Limited and Intrinsic 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