56 Fore Street, Kingsbridge, Devon, TQ7 1NY

01548 856096 info@cw-fp.co.uk

Tag: retirement

ARE YOU SAVING ENOUGH FOR RETIREMENT?

ARE YOU SAVING ENOUGH FOR RETIREMENT? ARE YOU SAVING ENOUGH FOR RETIREMENT? It’s estimated that people aged 45 to 54 spend more time planning their summer holidays than they do planning their pension!. However, if you want to be able to enjoy holidays in retirement, then you’ll need to have […]

Important Pension Information from the Budget 2014

The following pensions changes announced in the 2014 Budget. Please note that the legislation is expected to be passed later in 2014, but will be backdated to 27th March. Income drawdown The maximum amount which an individual may take each year from an income drawdown arrangement has increased from 120% […]

Clearwater Financial’s, Christmas Edition of the Wealthwise Newsletter for Dec 2013 & Jan 2014

Welcome to the December 2013 & January 2014 issue of Wealth-wise, the News Letter that keeps you up to date with all the financial matters that are important to you and your family and specifically designed to help you make the most of your money by keeping you up-to-date and […]

WealthWise Newsletter June-July 2013

Welcome to our latest issue of WealthWise; specifically designed to help you make the most of your money by keeping you up-to-date and informed with important financial news and information. In this issue, we discuss the following: Financial planning to help your child with university costs Is there a gap […]

Retirement

We will make recommendations and produce projections that ensure your pension plans are kept on track to deliver the retirement that you deserve. Please follow and like us:

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

Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited, are entered on the FCA Register (http://www.fca.org.uk/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