Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Ben works closely with professionals from a broad cross section of industries as well as from different stages in their financial planning timeline. He prides himself on making sure the client fully understands their financial landscape and develops bespoke strategies for each client based on their current and future financial needs.
Establishing a solid, transparent and long term relationship with each of his client is a core part his client-advisor relation ethos as ‘the best compliment a client can give you is their trust’
Prior to joining Clearwater Wealth Management he worked within the Institutional Asset Management as well as Investment Management for retail clients and uses his in-depth product knowledge to offer the best possible solutions available.
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.