Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Edward focuses on providing holistic financial planning to City professionals, business owners across numerous industries and personal clients. Edward concentrates on building and maintaining long term personal relationships with clients helping them achieve their financial objectives by guiding them through different life stages towards achieving financial independence in a tax efficient manner.
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.