Our Company

At Clearwater Financial Planning, your financial future is our dedicated mission. Since 2006, we've been helping individuals and families across the UK transform their financial aspirations into achievable realities. Our approach is fundamentally personal – we build lasting partnerships with our clients, crafting strategies that align with their unique goals and circumstances. 

With offices in Kingsbridge, Plymouth and Launceston, we've cultivated deep roots in our local communities while serving clients throughout Devon and Cornwall. Our success stems from our commitment to understanding each client's individual needs, circumstances, and goals. For us, financial planning isn't just about numbers – it's about helping people achieve their dreams with confidence. 

Our team of qualified financial advisers brings decades of combined experience and knowledge to the table. We explain complex financial concepts in clear, straightforward terms, ensuring clients fully understand and are comfortable with their financial plans. This transparent approach has been the cornerstone of our practice since day one, helping countless clients make informed decisions about their financial future. 

Understanding that every client's situation is unique, we've developed a carefully structured matching process. When you choose to work with us, we'll pair you with an adviser whose experience and approach best align with your specific needs, objectives, and location. 

Our influence extends beyond individual financial planning. We've built strong professional relationships with local solicitors, estate agents, and accountants, allowing us to provide comprehensive solutions that address all aspects of our clients' financial lives. This network of trusted professionals ensures that our clients have access to coordinated expertise whenever needed. 

Community involvement is central to our identity. We're proud to support local sports clubs and charities, contributing to the vitality and well-being of the communities we serve. This engagement reflects our broader philosophy: success is measured not just in financial terms, but in the positive impact we have on people's lives and our community. 

We believe quality financial advice should be accessible to everyone. That's why we offer all new clients a complimentary initial consultation with no obligation. This meeting allows you to discuss your financial goals, ask questions, and determine if our approach aligns with your needs – all without any pressure or commitment. 

Whether you're planning for retirement, managing investments, protecting your family's future, or working towards financial goals, our team is here to guide you every step of the way. Take the first step toward your financial future today. Contact us to schedule your complimentary consultation and discover how our experienced team can help you achieve your financial goals with confidence and clarity.