Clearwater Financial Planning 56 Fore Street, Kingsbridge TQ7 1NY
About the Business
Clearwater Financial Planning is a well-established institution located at 56 Fore St in the charming town of Kingsbridge. As a leading finance establishment, Clearwater Financial Planning prides itself on its exceptional level of service and expert advice in financial planning, investment management, tax planning, and insurance solutions.
With a sterling reputation for providing personalised and comprehensive financial advice to both individuals and businesses, Clearwater Financial Planning is a trusted and reliable source of expert advice. Our professionals have decades of experience in the finance industry and are dedicated to helping our clients meet their financial goals and achieve success.
At Clearwater Financial Planning, we understand that each client's needs are unique. That's why we take a personalised approach to each client's financial plan, tailoring it to their specific goals and objectives. Our team of experts is knowledgeable and always current on the latest financial trends and regulatory changes, ensuring that our clients receive the most up-to-date and informed financial advice.
Located in the heart of Kingsbridge, Clearwater Financial Planning is a point of interest for many in the community. We pride ourselves on being a pillar of trust and stability in the finance community, not just in Kingsbridge but throughout the United Kingdom. Whether you're looking to invest, plan for the future, or ensure your business is financially secure, Clearwater Financial Planning is here to help. Contact us today to learn how we can help you achieve your financial goals.
Location & Phone number
56 Fore St, Kingsbridge TQ7 1NY, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I've been a client of Mark Lidstone for a number of years now. Always a professional, happy to help where he can but also honest when he can't find a suitable service. If he doesn't know an answer, one of his team will. Mark's due diligence is amazing and managed to setup our families cover exactly as we needed, with periodic reviews as required. Highly recommended."
"An outstanding service from Trevor over a span of more than a decade. Don't ever retire! Thank you for the guidance, the (recently very significant) savings, the diligence, and the humour."
"I have used Clearwater services for a few years now and highly recommend them. Clearwater was recommended to me by several people I have known for years and who's judgement I trust. Dan Burner and his excellent team have not let me down across a number of products / investments they have arranged for me. Clear communication, regular updates and review meetings without constant pestering to also sign up for this and that product is a refreshing change from other IFA's I have previously used. Trustworthy and efficient, they offer a great service."
"Dan Burner has been my financial advisor for over 15 years. In that time I have found him to be professional, courteous, friendly, and efficient. The information he provides is always clear, comprehensive and timely and the advice given has always been informative. He has been a great support, I trust and value his knowledge and always recommend him to friends and family."
"Dan Burner has been a tremendous help over the past few years. I moved to Devon with my husband, but sadly he became ill shortly afterwards and subsequently died. During that time, Dan was able to offer very sound advice on how to arrange our finances, I am confident that my investments are in good hands, and that Dan understands my circumstances and can offer good advice."
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