Financial Planning in Plymouth, South Devon

Managing your finances can seem overwhelming. However, at Clearwater Financial Planning in Plymouth, South Devon, we’re here to help you make sense of it all. From choosing the right ISAs and mortgages to understanding what tax benefits and pension schemes could help you, our Plymouth-based team of advisers are here to help you plan for your financial future, whatever your goals may be.

Our range of services in Plymouth, South Devon

Our experienced consultants can provide you with personalised advice on the following:

Savings and investments

Whether you’re saving for a new car or house in Plymouth, or planning for your child’s education or your retirement, our savings and investment consultants will help you select a suitable investment path to achieve your financial objectives.

Financial planning

Financial planning is more than just making sure your future is protected, it’s about making sure your family are also taken care of. We’ll work with you to develop a roadmap for your financial future in Plymouth.

Pensions

With so many different pension options available, our pensions advisers based in Plymouth, South Devon will help you choose the most suitable one. From workplace pensions to personal pensions, and self-invested personal pensions (SIPPs), we’ll guide you through the complexities, ensuring you make informed decisions.

Mortgage advice

Our Plymouth mortgage advisers will assess your financial circumstances and explore a range of mortgage options, including fixed-rate, variable-rate, and interest-only mortgages, to make sure you have the most suitable deal for your needs.

Equity release

Want to unlock equity tied up in your property? Our consultants will talk you through the pros and cons, and why you want to release equity. We have Plymouth based equity release specialists available to help guide you through the process to ensure you’ve made the most informed decision for you and your family.

Wealth management

At Clearwater Financial Planning in Plymouth, South Devon our wealth management advisers will work with you to develop a bespoke wealth management strategy that aligns with your financial goals. We’ll help you protect and grow your wealth for years to come.

Tax planning

Understanding taxation rules can be overwhelming, but our tax advisers in Plymouth will help you understand the complex rules and regulations. We can give you actionable advice to take control of your taxes.

Business protection

Grow and protect your business with professional financial advice. At Clearwater Financial Planning in Plymouth, we offer customised protection solutions in case of illness, disability, or death of key personnel.

Protection

Life is filled with unexpected events. We want to work with you to help protect your loved ones from financial hardship should the worst happen. Speaking with our Plymouth-based protection advisers will help you understand what is right for your individual circumstances.

Long-term care planning

Planning for your future ensures you have the financial resources to meet your long-term needs. Our experienced consultants will work with you to assess your potential care needs and explore funding options in Plymouth in South Devon.

Why Choose Us?

At Clearwater Financial Planning, we're committed to providing personalised financial advice that helps you achieve your goals. Our Plymouth branch makes it easier to get local advice from trusted advisers. We’re dedicated to building long-lasting relationships with our clients, based on trust, transparency, and expertise.

Contact us today and start planning a stable financial future for you and your loved ones.

Estate planning, taxation advice including inheritance tax planning, some buy to let mortgages, trusts and some employee benefits and workplace pensions are not regulated by the Financial Conduct Authority. 

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.