Finance Compass

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: Toilets.
Opinions: This company has 30 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

Clearwater Financial Planning, located at Address: 56 Fore St, Kingsbridge TQ7 1NY, United Kingdom, is a financial planning firm that offers expert advice and services in financial planning. With a phone number:

Reviews of Clearwater Financial Planning

Clearwater Financial Planning - Kingsbridge
Maria Kostomahha
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

Clearwater Financial Planning - Kingsbridge
Ian West
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.

Clearwater Financial Planning - Kingsbridge
Patricia White
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.

Clearwater Financial Planning - Kingsbridge
Ian McMaster
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.

Clearwater Financial Planning - Kingsbridge
Simon Woodall
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

Clearwater Financial Planning - Kingsbridge
Michael Crawford
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.

Clearwater Financial Planning - Kingsbridge
Helen Willis
5/5

Very friendly and welcoming team, who provided advice in easy to understand terms. A very efficient and seamless process in combining pensions and providing financial advice. Thank you to Dan and the team

Clearwater Financial Planning - Kingsbridge
Valerie Davenport
5/5

Great service from Simon. Very efficient and able to discuss everything as an option to find the best solution. Nothing is too much trouble. Thank you for your knowledge to help us get the best return.

Go up