Regulation

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

Disclaimer

This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Clear Waters for advice.

Privacy Statement

INFORMATION HELD ABOUT YOU
In order to advise you properly, we must obtain certain information from you about your financial and personal circumstances, to assess your suitability for particular products and services.
By providing us with your personal data:

1. You agree that the information we hold about you can be held on computer and/or paper files, in accordance with the Data Protection Act 1998, and any subsequent amendments thereto.
2. You agree that any information which you give us, including sensitive personal data such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant) for the purpose of processing your application and for the ongoing administration of your investment or policy but for no other purpose. Your information may also be accessed by our IT department for the purpose of web site maintenance and administration, and the Financial Services Authority for investigative work.
3. You agree that we may use the information that we hold about you to contact you from time to time by post, fax, e-mail or telephone to bring to your attention additional products or services, which may be of benefit to you.
4. We agree that any consent given by you under paragraph 3 above may be withdrawn by you at any time by contacting us in writing at:9 Hotspur Street Shrewsbury SY1 2PZ

 

Investment Risk Disclosure & Legal Notice
Clear Waters  is a trading style of Clear Waters Independent Financial Planning Ltd.  Clear Waters is an authorized representative of Financial Ltd who are Authorized and regulated by the Financial Services Authority (FSA) to provide investment advice.
Details of this authorization can be viewed on the FSA’s Website at http://www.fsa.gov.uk/register/ by entering (reg no) as the Firm’s Reference Number.
Links to other web sites and services: The Site contains links to other web sites which are not under the control of and are not maintained by us. These links are provided for your convenience only and we are not responsible for the contents or security of those sites. We shall not be responsible for any loss or damage suffered by you as a result of using the links provided on our Site.
The content on the Site is only for your general information and use and is not intended to address your particular requirements. The content on this Site does not constitute any form of advice, recommendation or arrangement by Clear Waters and is not intended to be relied upon by you in making any specific investment or other decisions. Appropriate advice should be obtained before making any such decision.
By accessing this site, you acknowledge and agree that you bear responsibility for your own investment research and investment decisions, and that Clear Waters shall not be held liable by you or any others for any decision made or action taken by you or others based upon reliance on or use of information or materials obtained or accessed through use of the Site. Any arrangements made between you and any third party named on this site are at your sole risk and responsibility.
Copyright/ trademarks: All rights in the HTML, designs, programming and information posted by us on the Site are owned by Clear Waters or its licensors. You may not copy, reproduce, modify, distribute, republish, display, post or transmit any part of this Site without our permission. All trademarks, service marks, and trade names displayed on the Site are the marks of the owners of the relevant material, and may only be used by you as permitted by law or as expressly authorized by the owner.
Data protection: We will respect your personal data and will comply with all applicable UK data protection legislation currently in force. We will use your personal information, which you provide to us and the records of your visits to the Site to constantly monitor and improve our Service and for marketing purposes in accordance with our Privacy Policy.
Laws: These Terms shall be governed by and construed in accordance with the laws of England and Wales and any disputes will be decided only by the courts of England and Wales.
Privacy Statement: We are required by the Data Protection Act 1984 and 1998 to follow strict procedures to protect customer information. Any disclosure of personal details will only be made in accordance with current legislation and its interpretation by case law from time to time.
 

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.