Clearwater Financial Ltd is Financial Adviser based in Exeter. We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We also believe that your planning should be regularly reviewed, to ensure that you continue to receive the very best value for your money.
We all have ambitions, goals and dreams for the future, for ourselves in our personal and business lives and of course our families, but how is it possible to achieve them? Professional Financial Planning is the process which aims to help you realise your goals and ambitions, whatever they may be. As a professional financial adviser, we will help you make informed decisions about your financial future for the short, medium and the longer term.
We all have ambitions, goals and dreams for the future, for ourselves in our personal and business lives and of course our families, but how is it possible to achieve them? Professional Financial Planning is the process which aims to help you realise your goals and ambitions, whatever they may be. As a professional financial adviser, we will help you make informed decisions about your financial future for the short, medium and the longer term.
Services
We believe that you should have a thorough understanding of the solutions that we recommend, delivered in plain English with no nasty surprises! We also 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 and qualifications required to provide full assistance.Using state of the art technology, they are kept up to date on a daily basis by product providers, and in addition to this, we have lots of strong links with local legal, accounting and stock broking firms.
Your adviser is supported by a team of full-time researchers who between them have Financial Planning and Investment Advice Certificates and qualifications required to provide full assistance.Using state of the art technology, they are kept up to date on a daily basis by product providers, and in addition to this, we have lots of strong links with local legal, accounting and stock broking firms.
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them. Adam has been a Financial Adviser almost 30 years and during that time was also in a senior management role with a major multinational.
He set Clearwater Financial up in 2009 with one objective being to provide clarity to clients and now specialises in advising private clients dealing mostly with investment and wealth management, retirement and Inheritance tax planning.In addition he carries out a few duties on a voluntary basis for Surfing England.
He set Clearwater Financial up in 2009 with one objective being to provide clarity to clients and now specialises in advising private clients dealing mostly with investment and wealth management, retirement and Inheritance tax planning.In addition he carries out a few duties on a voluntary basis for Surfing England.
From time to time, we would like to contact you about our products and services which we think you might be interested in. If you consent to us contacting you for this purpose please tick to say how you would like us to contact you. Clearwater Financial Limited is an appointed representative of Quilter Wealth Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.
We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?. Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future, in the short, medium and long term.
There are events we can all face that have the potential to wreck lives and families. It's a difficult issue to think about, but imagine the impact on you and your family should the main earner in your household die or become seriously ill. It may not happen to you - we hope it doesn't - but it might.
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