Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
With 8 years experience in the Financial Services industry I have formed an understanding on what my clients need to be looking out for with their own financial planning. Too often I meet individuals who do not have time nor understand how to look after their own personal financial situation. My role is to help build a personal financial plan that is tailored to their individual and family needs to aiming for them to have financial security both now and in the future. I am committed to building and maintaining trusted relationship with my clients as this is paramount to providing a strong foundation to build upon their own personal financial journey.
I work with young professionals starting their journey in the City to those who are at the top of their field in their respective industries. By developing a financial strategy with my clients it frees up their time to concentrate fully on developing their career further and to devote more time to what is important to them.
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.