Clearwater Financial Ltd is a Financial Advice firm based in Exeter. We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We also believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.

Professional Financial Advice

We all have ambitions, goals and dreams for the future, for ourselves in our personal and business lives and of course our families, but how is it possible to achieve them?

Professional Financial Planning is the process which aims to help you realise your goals and ambitions, whatever they may be. As a professional financial adviser, we will help you make informed decisions about your financial future for the short, medium and the longer term.

Everyone will have plans of one kind or another – buying a first home, starting a family, moving abroad, or perhaps retiring, but such ambitions can have particular financial implications, and you can’t leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you make a start on your financial planning, the greater your chance of realising your objectives and or your goals!

Financial Matters

Birth; school; college or university; start of employment; change of job; first home; getting married; starting a family; moving house; change of location; redundancy, starting your own business; unexpected windfall; divorce; illness; retirement; or death.

It is easy to take all this for granted, but it’s a lot to think about when making plans for the future.

Professional Financial Planning can:

• Protect yourself and your dependents’ income in case of unforeseen problems.
• Help to increase the value of your savings and investments in a tax efficient manner.
• Enhance, improve or protect the legacy you are going to  pass on to your beneficiaries.

Our Promise To You

You can be confident that we will provide you with professional and knowledgeable financial advice and regular reviews and assessments of your financial plan.

Our fresh approach is designed to provide you with crystal-clear financial planning. Contact Clearwater Financial today for a no-obligation discussion about planning your financial future.

It is important to be aware that the value of investments and the income they produce can fall as well as rise. You may get back less than you initially invested.