Clearwater Financial Planning - Preston

Introduction to Clearwater Financial Planning

Located at 10 Chapel Ln, Longton, Preston PR4 5EB, United Kingdom, Clearwater Financial Planning stands out as a reputable financial advisory service. With a dedicated phone line 1772685696, prospective clients can easily reach out for expert guidance. Their website clearwaterfp.co.uk serves as a valuable resource for understanding their services and specialties.

Key Features and Services

Clearwater Financial Planning specializes in providing comprehensive financial planning services, with Financial Planner at its core offering expertise. The firm prides itself on its client-centric approach, ensuring that each individual's or family's financial needs are addressed with personalized strategies. Their services include pension and investment planning, tax optimization, and long-term retirement planning.

One of the key points of interest for visitors is the accessibility of their premises. Wheelchair-accessible car park, entrance, and toilet make their office welcoming to everyone, showcasing their commitment to inclusivity.

Client Reviews and Ratings

Clearwater Financial Planning boasts an impressive average opinion rating of 5/5 based on 5 reviews on Google My Business. Clients have praised the firm for its honest, jargon-free financial advice, which is crucial for making informed decisions about one's financial future. The personalized attention, as highlighted by reviewers, ensures that clients feel understood and supported throughout the planning process. Additionally, the firm's historical tax returns assistance has led to beneficial rebates for those seeking to maximize their savings.

Recommendations for Potential Clients

For anyone seeking financial advice with a focus on clarity and genuine support, Clearwater Financial Planning is an excellent choice. The firm's ability to deliver on promises, as evidenced by the glowing reviews, speaks volumes about their professionalism and the quality of their service. The wheelchair accessibility of their location ensures that physical barriers to seeking advice are minimized.

👍 Reviews of Clearwater Financial Planning

darren B.

5/5

After an initial meeting where we discussed my existing pensions and investments, Debbie offered me advice on how best to plan for my future retirement and ensure I can live the lifestyle I would like to have.

I'd highly recommend Clearwater as they provide honest jargon-free financial advice.

Ian P.

5/5

Fantastic! Debbie and Lynn did a marvellous job of securing the result that I had hoped for. Without their help and persistent encouragement, it wouldn't have been possible. Roll on retirement!

Stuart W.

5/5

Debbie helped me with my historic tax returns in getting a nice rebate - super helpful and great value!

Vix B.

5/5

Debbie is wonderful!
A friendly person who has great knowledge in how to plan for the future.

cath L.

5/5