Financial Planning in Launceston, Cornwall

With a myriad of financial products and ever-changing market conditions, it’s essential to have a trained adviser by your side. That’s why we’re committed to providing personalised financial advice that helps you achieve your goals and secure your financial future in Launceston, Cornwall. Our experienced advisers based in Launceston are dedicated to building long-lasting relationships with our clients, based on trust, transparency, and expertise.

Our financial planning services in Launceston, Cornwall

Clearwater Financial Planning’s Launceston branch offers a comprehensive suite of financial services tailored to your specific needs. Whether you’re a young professional, a growing family, or approaching retirement, here’s a list of our services:

Savings and investments

Grow your wealth for both short-term or long-term goals, such as a new car, a child’s education, or a comfortable retirement. Our Launceston based investment advisers are here to help you choose the right investment paths to make sure you achieve your financial objectives.

Financial planning

Our professional advisers in Launceston, Cornwall, are here to help create a personalised financial plan that considers your current situation, future goals, and risk tolerance. At Clearwater Financial Planning, we work with you to develop a roadmap for your financial future.

Pensions

Our experienced pension advisers in Launceston, Cornwall, are here to help you safeguard your financial future by planning for your retirement. The earlier you make arrangements and seek advice, the better and our pension advisers can help you understand your pension options. From workplace pensions to personal pensions, our pension advisers will help you navigate the complexities of pension legislation.

Mortgages

Whether you’re a first-time buyer, looking to remortgage or building a property portfolio in Launceston, Cornwall, our experienced mortgage specialists can help you find the most suitable deal for your needs. Explore a range of options with our locally based mortgage advisers from fixed-rate, variable-rate, and interest-only mortgages.

Equity release

Improve the quality of your life by unlocking the equity tied up in your property. Our specialists equity release advisers in Launceston, Cornwall can help you understand the pros and cons of equity release and guide you through the process.

Wealth management

Our wealth management team based in Launceston, Cornwall can help you develop a bespoke strategy to help you grow and preserve your wealth for the long term.

Taxation

Make the most of your tax allowances and reliefs. Our Launceston-based tax advisers can help you understand the complex tax rules and regulations as well as provide you with advice on tax-efficient strategies.

Business protection

At Clearwater Financial Planning, we want to help you protect your business from financial losses caused by illness, disability, or the death of the key person in your business. With local knowledge, our experienced business insurance and protection advisers, who are based locally in Launceston, Cornwall, can help you put the right insurance policies in place to safeguard your business.

Protection

Help protect your loved ones from financial hardships in the event of illness, accident, or death. Our Launceston-based protection advisers can help you select the right life insurance policies, critical illness cover, and income protection for your individual circumstances.

Long-term care planning

Plan for the future with us. Our advisers are experienced in helping ensure you have the right financial resources to meet your long-term needs. Our long-term care financial planning specialists can help you assess your potential care needs and explore funding options making sure you can enjoy Launceston and all it has to offer.

Why choose us?

To learn more about how Clearwater Financial Planning can help you, contact our Launceston branch today. We'll be happy to answer any questions you may have and provide a no-obligation consultation.

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.