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About Clearwater Financial in Exeter

About Clearwater Financial

As an independent 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.

Your adviser is supported by a team of full-time researchers who between them have Financial Planning and Investment Advice Certificates. Using state of the art technology, they are kept up to date on a daily basis by product providers. In addition, we have strong links with local legal, accounting and stock broking firms.

Our fresh approach is designed to provide you with crystal clear financial planning.

IFA Exeter, Devon

Clearwater Financial Ltd. Registered office: 6/7 Southernhay West, Exeter EX1 1JG

Links Financial Conduct Authority – www.fca.org.uk/

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