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Independent Financial Adviser, Exeter, Devon

Welcome to Clearwater Financial

Clearwater Financial Ltd is Independent Financial Adviser  (IFA)  in Exeter. As a fully independent and impartial financial adviser we are not restricted to a limited panel of providers, neither are we owned or funded by any particular life office. We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.

The Benefits of Independent 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 and Independent Financial Planning is the process which aims to help you realise your goals & ambitions – whatever they may be. As a professional independent financial adviser, I 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 your first home, starting a family, moving abroad, perhaps retiring, but such ambitions 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.

There are many matters to consider when planning your financial future, and here are just a few that might be relevant.

Financial Matters

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

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

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

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

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

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