Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Adrian’s focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. This involves preserving their current financial well-being and growing this in as tax efficient a manner as possible, with the aim of generating superior investment returns for the individual.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.