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Clearwater Financial Planning

  1. Kingsbridge
  2. Kingsbridge Finance

Reviews, get directions and contact details for Clearwater Financial Planning

"Clearwater Financial Planning are team of Professional 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."
Address: 56 Fore St, Kingsbridge TQ7 1NY, UK
Phone: 01548 856096
State: Devon
City: Kingsbridge
Zip Code: TQ7 1NY

opening times

Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Sunday: Open 24 hours

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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.
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.
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 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.
We have been using Clearwater for over 20 years and have always found them to be helpful and able to meet all our needs.
Worked with Trevor Blanton who is one of the nicest business men I know. Very approachable and takes time to explain things. I have every confidence in his capabilities and thoroughly recommend him.
Trevor Branton has been amazing. He has been a tremendous support through a very acrimonious divorce. He was there to find the way through the very difficult time sensitive financial situation I found myself in. I can’t thank him enough.
As a family we have dealt with Clearwater for many years, would not use anyone else. Friendly, solid no pressure advice. Thank you Guys. Look forward to many more years working together.
Dan & his team are extremely professional, approachable, friendly and helpful. Dan has guided us through many financial decisions and understands our needs with his expert knowledge.
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