Clearwater Financial Planning

Independent Financial Adviser 10 Chapel Lane, Longton, PRESTON, PR4 5EB
FCA verified
24th June 2019
Helping people who are 'approaching' or are 'in' retirement, feel confident that their money will last a lifetime
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Equity release
    • Home reversion
Meet our advisers
Debbie Carter BA (Hons) FPFS ACSI
Chartered Financial Planner
Where to find us

10 Chapel Lane, Longton, PRESTON, PR4 5EB

About us

We are a firm of Chartered Financial Planners established in 2006, based on a wide range of experience and specialism spanning almost 25 years.

We are passionate about providing creative solutions for our clients based on their individual needs and objectives and our simple philosophy is to:-

PROTECT – what you already have

SAVE – for the short-term

INVEST – for the long-term

Our services

We are specialists in 'at retirement' and 'later life' planning and at our best dealing with older clients.

Money can be an uncomfortable and delicate subject to a lot of people and we understand that it can take time to build trust with an adviser. We are therefore happy to work at a pace you feel comfortable with and explain technical issues in simple terms so you so that you can make informed decisions.

We don't insist that you have a minimum amount of wealth to use our service as all people need access to advice.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

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