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CLEARWATER F INANCI AL PLANNING
– PROTECT I NG YOU AND YOUR FAM I LY
Clearwater Financial Planning
who are situated in Kingsbridge, offer a dedicated service designed
to provide their clients with an effective overview to plan and review all their financial affairs and to
build and preserve their long-term prosperity.
Vitally important to them is protecting what you have already built up, or indeed, what you are trying
to build up. You will need protection cover in the various forms of life, critical illness and disability
solutions and this is at the heart of Clearwater Financial Planning.
Working with carefully selected providers, they offer an extensive product range including Life Cover,
Critical Illness, Income Protection and Private Medical Insurance.
They also provide a full range of solutions from the complexities of achieving a successful investment
strategy, estate planning, inheritance tax mitigation, retirement planning and general tax saving right
through to the day to day things in life such as personal banking.
They have forged close links with other professional establishments, including highly respected
accountancy practices, law firms and stockbrokers giving their clients a depth of resource and
expertise.
For more information visit their website or make an appointment with one of their specialists who will
be more than happy to spend the time ensuring that you and your family have an effective strategy
in place to protect your wealth.
56 Fore Street, Kingsbridge, TQ7 1NY
Tel: 01548 856 096
Email:
info@cw-fp.co.uk www.clearwaterfinancialplanning.co.uk