Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Lance specialises in delivering exemplary face-to-face financial advice on how to secure and subsequently build upon their wealth with a view to obtaining long-term prosperity for individuals and their families.
This is achieved by establishing long-term relationships based on an openness and trust that enables Lance to provide a truly bespoke wealth management solution tailored specifically for each individual's aspirations.
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.