Our Story

"All the means of action - the shapeless masses - the materials - lie everywhere about us.
What we need is the celestial fire to change the flint into the transparent crystal, bright and clear.
That fire is genius." – Henry Wadsworth Longfellow

Clear Waters was established in order to deliver truly independent financial planning.  Passion and knowledge have translated into a successful business, helping clients who want a unique, personal and tailored service.

Our financial planning service is designed to help you achieve your life goals by looking at your finances as a ‘whole’, rather than individually. 

We make use of tools like our Financial Folder, Financial Plan and Cashflow Forecasting, to provide you with direction and understanding of how each financial decision you make can affect other areas, and how you can control your resources to get the most out of them over your lifetime.

We are one of the few elite financial planning firms that hold the internationally recognized 'Certified Financial Planner License'. Only a small percentage of advisers worldwide have achieved this qualification, assuring the highest levels of quality and personal service.

Please contact us to book a free initial consultation and see how clear your financial plan can be.

Clear Waters is a trading name of Clear Waters Independent Financial Planning Ltd. Clear Waters Independent Financial Planning Ltd. is an appointed representative of Financial Ltd., which is authorised and regulated by the Financial Services Authority. FSA no. 464352. Registered in England & Wales, Company no. 5693447. Registered address 9 Hotspur Street, Shrewsbury, SY1 2PZ.