Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Amanda provides a holistic planning approach for her clients, getting to know and understand their needs, goals and objectives before creating a specific, realistic financial plan. One of Amanda’s passions is in financially empowering and educating women in getting them invested to successfully achieve their biggest financial goals.
She is committed to helping you understand life’s financial trade-offs, prioritising your Investment goals and generating a financial plan that creates the ‘best life’ both now and in the future.
Prior to joining CWM Amanda spent some time at home raising her three young girls and before that spent 12 years within the Investment Banking and Broking sectors, latterly Execution Trading for J.P.Morgan Asset Management.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected an 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/products. 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.