Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a Partner of Clearwater Wealth Management, I deliver financial planning solutions that provide a holistic approach to all aspects of financial advice including protection planning, investment planning, inheritance tax planning, and pension planning.
I have been working in financial services since 2010 across Europe and the Middle east, One of the reoccurring similarities I have encountered is the desire that clients are looking to build a long term relationship with an adviser they both trust and respect. Therefore, I strive to maintain long-term relationships with clients, the majority of whom choose to continue a working relationship indefinitely.
The Partner Practice is an Appointed Representative of and 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 titles 'Partner' and '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.