Clearwater Financial Planning

Independent Financial Adviser  10 Chapel Lane, PRESTON, PR4 5EB
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FCA authorised
Last authorised 17th May 2021
Helping people who are 'approaching' or are 'in' retirement, feel confident that their money will last a lifetime
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MRS Debbie Carter BA (Hons) FPFS ACSI
Chartered Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

10 Chapel Lane, Longton, PRESTON, PR4 5EB

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