Contact us


Have you ever put off going to the dentist because you thought it was going to hurt?


delayed joining the gym because you wanted to ‘lose a few pounds’ first?

I think it’s the same for financial advice.

Maybe you think I’m going to try to sell you a financial product?


You feel embarrassed about your previous financial decisions?

There are many reasons why people put things off but every journey starts with a first step.

If you would like to meet for an informal chat over a coffee to see if I can help please complete the form below or give us a call.

For people with mobility issues I am more than happy to visit you in your own home with other family members present.

We respect your privacy and do not tolerate spam and will never sell, rent, lease or give away your information (name, address, email, etc.) to any third party.

Clearwater Financial Planning

10 Chapel Lane, Longton, Preston, PR4 5EB


01772 685696