Clearwater Financial Planning - Kingsbridge

Introduction to Clearwater Financial Planning

For individuals and families seeking comprehensive financial planning services, Clearwater Financial Planning stands as a reliable and highly regarded resource. Located in Kingsbridge, Devon, the firm offers personalized advice and strategic guidance to help clients achieve their long-term financial goals. They have cultivated a strong reputation built on trust, expertise, and a client-centric approach. Clearwater Financial Planning is dedicated to providing a seamless and supportive experience throughout the entire process, from initial consultations to ongoing portfolio management.

Location and Contact Information

Clearwater Financial Planning is strategically situated at 56 Fore St, Kingsbridge TQ7 1NY, United Kingdom. This central location allows them to easily serve clients in Kingsbridge and the surrounding areas. Potential clients can readily contact the firm through the following:

• Phone: 1548856096
• Website: clearwaterfinancialplanning.co.uk

Specialties and Services

The core expertise of Clearwater Financial Planning lies in providing tailored financial planning solutions. Their services encompass a broad spectrum of needs, including:

• Retirement Planning: Helping clients plan for a comfortable and secure retirement, considering factors such as pension contributions, investment strategies, and drawdown options.
• Investment Management: Constructing and managing investment portfolios designed to align with individual risk tolerance and financial objectives.
• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.
• Estate Planning: Developing strategies to ensure assets are distributed according to clients' wishes and to minimize estate taxes.
• Financial Goal Setting: Working collaboratively with clients to establish clear financial goals and create actionable plans to achieve them.

Client Reviews and Reputation

Clearwater Financial Planning has garnered significant positive feedback from its clients. Currently, the firm boasts 34 reviews on Google My Business, with an impressive average opinion of 5/5. This overwhelmingly positive feedback reflects the firm's commitment to delivering exceptional service and achieving outstanding results for its clients. Here's a summary of common themes from the reviews:

• Expert Advice: Clients consistently praise the firm's knowledgeable and insightful advice.
• Personalized Service: Many reviewers highlight the firm’s dedication to understanding their individual circumstances and tailoring solutions accordingly.
• Trust and Integrity: A recurring theme is the clients’ confidence in the firm’s integrity and ethical standards.
• Effective Communication: Reviewers appreciate the firm's clear and transparent communication throughout the process.

Key Features and Points of Interest

Clearwater Financial Planning distinguishes itself through several key features:

• Client-Centric Approach: The firm prioritizes building strong, long-term relationships with its clients based on trust and mutual understanding.
• Experienced Professionals: The team comprises qualified and experienced financial planners with a deep understanding of the financial markets and regulatory landscape.
• Comprehensive Planning: They offer a holistic approach to financial planning, considering all aspects of a client’s finances.
• Ongoing Support: Clients receive ongoing support and guidance to ensure their plans remain aligned with their evolving needs and goals.
• Convenient Facilities: A toilet is available for client comfort during appointments.
• Recommended Appointments: Appointments are recommended to ensure sufficient time for a thorough assessment and personalized planning session.

Why Choose Clearwater Financial Planning

In a market saturated with financial advisors, Clearwater Financial Planning offers a compelling combination of expertise, dedication, and client-focused service. Their commitment to providing tailored solutions, coupled with their strong reputation and positive client feedback, makes them a trusted partner for individuals and families seeking to secure their financial future. They strive to act as an extension of your family, understanding your values and working diligently to protect and grow your wealth. The firm’s location in Kingsbridge provides accessibility for clients in the South West of England. Further research on their website (clearwaterfinancialplanning.co.uk) will provide more detailed information about their services and the team.

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👍 Reviews of Clearwater Financial Planning

Luke T.

5/5

A life saver for two first time buyers.

I was dreading the process of taking out a mortgage and finding a house, having heard how stressful and time consuming it can be. Thankfully, Trevor and Clearwater made this process an absolute breeze! After taking our details and information, Trevor found us the best mortgage rates, ran the application process for us and kept us up to date with any developments, leaving us always in the know. Trevor has made helpful suggestions to keep us financially safe when we start paying for the mortgage, and even found us the best deal for our life insurance. Thank you Clearwater, and a big thank you to Trevor! 100% recommended!

Andrew S.

5/5

Have been with Clearwater from the time when a personal friend was my advisor and retired selling to ‘Astute’ who then became part of Clearwater Financial Planning.
My advisor is Simon Wrench who is an open and honest gentleman giving extremely sound guidance resulting in pleasing results.
Our meetings are annual with interim contact should the market require us to look at the results earlier. There can be no better recommendation than that, I believe.

Maria K.

5/5

Would recommend Clearwater again and again. From a quick consultation with Dan, who's put us on the right track to Kerry Mitchelmore, our wonderful mortgage advisor. Everything was done efficiently, accurately, advice was given promptly and all paperwork completed quickly. Couldn't be happier. We will definitely be back for some more Financial advice. Thank you

Ian W.

5/5

Absolute first class service. Kerry was efficient, friendly, professional and very helpful. When not immediately available she was extremely prompt in replying to emails and left messages. I have no hesitation in recommending their services.

Michael C.

5/5

We received an excellent service from Dan ably assisted by Suzanne. Dan was great. He gave clear and practical advice and was very easy to get along with. He found a solution which met our particular needs rather than having a one size fits all attitude. Clearwater were always professional, approachable and responded to emails and telephone calls promptly. We would definitely use them again.

Patricia W.

5/5

Simon Wrench has provided financial services to me for several years now and has always been friendly, professional and very clear about his advice. He takes careful account of my needs and changing situations and I feel completely safe with the options he offers and his work.

Ian M.

5/5

We are delighted by the level of help and advice provided by Trevor Branton in sorting out our pensions and also arranging an equity release product secured on our house. First class service and highly recommended.

Simon W.

5/5

I have been a customer of Mark at Clearwater finance for many of my 34yrs yrs in business . A friendly reliable service is always provided and not pushy in any way . Very Knowledgeable and I would only recommend them for financial advice
Best wishes tp everyone at the firm