Personal Planning

Personal Financial Planning

Personal Financial Planning

Clearwater Financial Planning makes sense. We make sense of your money and the issues that affect your wealth. Our aim? To give you peace of mind, and the freedom to live the way you choose.

As professional and Qualified Financial advisers we can help you plan for the future in all aspects of financial planning. Our advice is tailor made to suit you ‘the individual’ and your aspirations of the future.

As part of our process, we will look at as much or as little of your financial requirements you may need to address, but its recommended in most cases we review all areas to ensure you are aware of all options and aware of all the latest regulation that may be applicable to your situation.

Our areas of consideration for Financial Planning would include, Mortgages & Remortgages for residential properties, Protection for you, your family & your income, reviewing your savings and investments held, effictive Tax Planning relating to income tax, capital gains tax, inheritance tax & others, and not to forget looking at your retirement, Pension and Annuity options for your enjoyment in later years.

Our ultimate objective for you is for you to be well advise about all options available to you, implement these in a timely and effective manner to ultimately help you make money or save money.

If this appeals to you, we would be delighted to talk through your requirements in person, please get in touch via our contact form, call us or pop in to our office in Kingsbridge any time.

Clearwater Financial Planning Limited is an Appointed Representative of Quilter Financial Services Limited, and Quilter Mortgage Planning limited which is authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited, are entered on the FCA 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