Clearwater Financial Planning - Kingsbridge

Address: 56 Fore St, Kingsbridge TQ7 1NY, United Kingdom.
Phone: 1548856096.
Website: clearwaterfinancialplanning.co.uk
Specialties: Financial planner.
Other points of interest: Toilet.
Opinions: This company has 31 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Clearwater Financial Planning

Clearwater Financial Planning 56 Fore St, Kingsbridge TQ7 1NY, United Kingdom

☎️1548856096

⏰ Open Hours of Clearwater Financial Planning

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Clearwater Financial Planning

Located in Kingsbridge, United Kingdom, Clearwater Financial Planning is a reputable financial planning company that offers expert advice to individuals and businesses.

The company is led by experienced financial planners who provide personalized guidance to help clients achieve their financial goals.

About the Company

Clearwater Financial Planning is a specialist financial planning company that offers a range of services, including retirement planning, investment planning, and tax planning.

With over 31 reviews on Google My Business, the company has established itself as a trusted advisor in the financial planning industry.

Specialties: Financial planner

Address: 56 Fore St, Kingsbridge TQ7 1NY, United Kingdom.

Phone: 1548856096.

Website: clearwaterfinancialplanning.co.uk.

Characteristics and Services

Clearwater Financial Planning is known for its expertise in financial planning, with a focus on providing personalized advice to individuals and businesses.

The company offers a range of services, including:

Retirement planning
Investment planning
Tax planning

Opinions and Reviews

Clearwater Financial Planning has an impressive average rating of 5/5 on Google My Business, based on 31 reviews.

Many clients have praised the company's expert advice, personalized guidance, and commitment to helping clients achieve their financial goals.

One client noted that their advisor, Simon Wrench, is an 'open and honest gentleman' who provides 'extremely sound guidance'.

Another client appreciated the company's flexible approach, stating that their annual meetings with interim contact are a great way to stay on top of their financial planning.

Points of Interest

Other points of interest at Clearwater Financial Planning include:

Toilet

Conclusion

Clearwater Financial Planning is a reputable and expert financial planning company that offers a range of services to individuals and businesses.

With its commitment to providing personalized advice and its impressive average rating on Google My Business, Clearwater Financial Planning is a great choice for anyone looking for expert financial planning services.

👍 Reviews of Clearwater Financial Planning

Clearwater Financial Planning - Kingsbridge

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.

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

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.

Harriet B. B.

5/5

Everyone at Clearwater are a really helpful, friendly and courteous. I was walked through everything with great care and clarity. I felt very comfortable to ask questions and the answers were always clear and informative. Can't recommend Clearwater too highly!