56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk


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.


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

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.

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.


Protection Advice to help you look after your loved ones!

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.

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