Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Dean provides holistic financial advice to professionals, small businesses and entrepreneurs helping them to reach financial independence and aiming to retire when they want, instead of when they can.
By analysing their personal situation, priorities and goals Dean utilises a cash flow modelling tool to chart their path to retirement. The solutions are offered by St. James’s Place Wealth Management with their distinctive investment management approach and panel of experts carefully selecting some of the best products and fund managers in the Market.
After a 20yr career, Dean can empathise with the fiscal challenges of life and the need for regular reviews.
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.