Clearwater Financial Planning Limited

Independent Financial Adviser Clearwater Financial Planning Ltd, 56 Fore Street, Kingsbridge, Devon, TQ7 1NY
FCA verified
10th December 2018
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
Meet our advisers
adviser-person
Dan Burner
Director
adviser-person
Geoff Robins
Financial Planning Consultant
adviser-person
Jonathan Tucker
Financial Planning Consultant
adviser-person
Trevor Branton
Financial Planning Consultant
adviser-person
Mark Lidstone
Financial Planning Consultant
Where to find us

Clearwater Financial Planning Ltd, 56 Fore Street, Kingsbridge, Devon, TQ7 1NY

About us

At Clearwater Financial, we believe that all clients should have a full understanding of their financial planning, that’s why we ensure that all of our advice is delivered in a straightforward, clear and easy to understand way. We offer a full financial planning service to both individuals and businesses. We are fully independent to make sure that you get the most appropriate advice from the entire market place.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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