Clearwater Financial Planning Limited

Independent Financial Adviser Clearwater Financial Planning Ltd, 56 Fore Street, Kingsbridge, Devon, TQ7 1NY
FCA verified
13th August 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
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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