Financial Advisers
in Dartmouth

We have a clear approach to financial planning; we listen, we learn, we advise and we plan… We are here to help you plan for today, tomorrow, your retirement and beyond. Bringing you financial clarity whatever your background, whatever your business, whatever your outlook.

As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most to you.

Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

Clearwater Financial Planning are Financial Advisers based in Kingsbridge and help people throughout the South Hams and across Devon. 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 reason for this is simply that your situation will change on numerous occasions through life, sometimes planned, sometimes not. And when it does you need to be able to adapt your financial affairs to suit, whether this involves your investments, retirement provision, protecting loved ones, protecting your income or just rearranging your mortgage or house insurance to a better deal.