Life Insurance and Protection Advice, Kingsbridge, South Hams Devon

Protecting what is important to you!

With many hundreds of products available, the protection market can be extremely daunting when approached for the first time. It is now possible, for example, to buy life cover from a supermarket or on the Internet.   The added value that Clearwater Financial Planning can provide when helping you through this maze is to establish with you exactly the levels of protection that you and your family need, not only in the event of premature death but also critical illness or incapacity.

Having tailored the right solution for you, we will provide information and research of a competitive and comprehensive solution to match your requirements and needs. This doesn’t always mean the cheapest as our experience shows that not all protection plans are built the same way.

Protection plans can include:

  • Life Insurance
  • Critical Illness Insurance
  • Income Protection
  • Whole of Life Insurance
  • Convertible and Renewable Term Assurance
  • General Insurance

As people, we are all individual, let us tailor make a protection package to suit your individual needs.

Protection Declaration

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