Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Having graduated from University College London (UCL) Mandeep embarked on a career within financial services. Having seen first-hand the need for holistic financial advice Mandeep was attracted to join St. James's Place and in particular to Clearwater Wealth Management due to both their extensive experience within the practice and focus on maintaining long-term client relationships.
Mandeep currently works with a diversified client base, ranging from partners at law firms to entrepreneurs. Through Mandeepís strategic and methodological approach to financial planning, they are all safe in the knowledge their affairs are being managed with the highest degree of professionalism and integrity. Through the creation of succinct tax-planning strategies, that are constantly being updated in line with changes in both client circumstance and legislation, that are being under-pinned by the St. James's Place distinctive approach to investment management, Mandeep ensures his clients achieve their ultimate goal; reaching financial freedom.
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.