Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Duncan is an experienced Wealth Manager specialising in the delivery of specific and tailored financial planning advice to support the goals of his clients. Duncan was originally attracted to Clearwater Wealth Management because of their focus on communicating with their clients entirely on their terms. By having communication at the heart of the business, they are able to deliver their clients successfully to their ultimate goal of complete financial independence and security. Duncan is committed to building and maintaining trusted relationships with his clients over the long-term.
His philosophy on client relationships is to make them very much a two-way affair, with a focus on regular dialogue to ensure each client is informed, forewarned and comfortable that their wellbeing is at all times Duncan's key priority.
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.