Financial Planning in Kingsbridge, South Devon

At Clearwater Financial Planning, located in the picturesque seaside town of Kingsbridge in South Devon, we’re passionate about helping individuals, families and businesses secure their financial future. We offer a broad spectrum of financial services tailored to you. Whether you’re planning for retirement, protecting your assets, or growing your investments, our team of advisers in Kingsbridge are dedicated to providing clear, practical guidance that aligns with your unique financial goals and values.

Our services in Kingsbridge, South Devon

We offer a wide range of services. Here’s a list of the services we cover from our Kingsbridge branch.

Savings and investments

From ISAs to diversified portfolios, we’ll help you make your money work harder. Our savings and investment advisers in Kingsbridge, South Devon, can help you achieve your financial goals while considering your risk tolerance and aspirations with bespoke savings and investment strategies.

Financial planning

We have a range of holistic approaches to help you confidently plan your financial future. Our financial planning advisers here in Kingsbridge in South Devon ensure your finances are aligned with your lifestyle goals. Whether you’re saving for a big purchase, retirement, or leaving a legacy for your family, financial planning is key to planning a secure financial future in South Devon.

Pensions

It can be daunting preparing for retirement. Our Kingsbridge-based pension specialists can provide you with advice on pensions to help you consolidate schemes, optimise your contributions, and secure the retirement lifestyle you deserve.

Wealth management

At Clearwater Financial Planning in Kingsbridge, we have a range of tailored solutions to safeguard and grow your wealth. Whether you’re building, preserving, or passing on your assets, we’ll help you create a plan that reflects your values and objectives.

Taxation

From personal tax planning to inheritance tax strategies, we’ll ensure you’re making the most of available allowances. Our taxation specialists in Kingsbridge, South Devon, will help you take control of your taxes with clear, actionable advice.

Protection

At Clearwater Financial Planning, we know that life is full of uncertainties. However, with the right insurance and protection plans in place, you can have peace of mind that you’re financially protected. Our protection advisers, who are based in Kingsbridge will guide you through options like life insurance, critical illness cover, and income protection.

Business protection

Your business deserves protection too, that’s why we offer customised protection solutions. From shareholder insurance to key person cover, we’ll help safeguard your operations and ensure continuity during challenging times. With our Kingsbridge business protection advisers here to help you, we’ll help you ensure your business is fully protected.

Mortgages

Buying a house, buy-to-let investment, or looking to remortgage can feel overwhelming, but our mortgage professionals in Kingsbridge will guide you through every step of the process.

Equity release

Considering accessing the value of your home? Our Kingsbridge-based equity release specialists will provide clear, honest advice on equity release, ensuring it’s the right fit for your financial needs and long-term plans.

Long-term care planning

Planning for later life is crucial. Our long-term care advisers specialise in strategies to fund care needs while protecting your estate, helping you and your family feel prepared for the future in Kingsbridge, South Devon.

Why choose us?

Based in Kingsbridge, we combine local expertise with a personalised approach to financial planning. Our commitment to clear advice, trust, and long-term relationships sets us apart.

Contact us today to book your consultation and start planning your financial future now.

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

The value of 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.