56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Latest News

ARE YOU SAVING ENOUGH FOR RETIREMENT?

ARE YOU SAVING ENOUGH FOR RETIREMENT? ARE YOU SAVING ENOUGH FOR RETIREMENT? It’s estimated that people aged 45 to 54 spend more time planning their summer holidays than they do planning their pension!. However, if you want to be able to enjoy holidays in retirement, then you’ll need to have […]

WHAT NOW FOR THE HOUSING MARKET?

Is the housing market slowing down? The average price for a home fell 0.3% to £207,308 in March, according to the Nationwide’s property index* Britain’s housing market is expected to come under pressure in 2017 in the face of economic uncertainty caused by ongoing Brexit negotiations. In addition, household finances are […]

BAD FINANCIAL HABITS

Financial Habits that can Destroy your Wealth We all lead increasingly busy lives and taking time out to tackle our financial bad habits can seem tedious; somehow it never quite gets to the top of our ‘to-do’ list. However, spending just a comparatively small amount of time thinking about our […]

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, […]

CHALLENGES IN A POST-BREXIT WORLD

CHALLENGES IN A POST-BREXIT WORLD The vote to exit the EU came as a shock to many, including the City which was clearly expecting a Remain vote. Many have been left contemplating what the future holds and how markets will react, especially considering that the formal negotiations to leave the […]

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 […]

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Wealthwise Newsletter – August-September 2013

Welcome to the latest edition of Wealthwise, our bi-monthly news letter that keeps you up to date with the financial world and its goings on. This issue we discuss: Fund manager rebate charges the new tax charges explained Your investments is it possible to make them grow quicker? UCIS & […]

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 […]

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 […]

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