Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Harry joined Clearwater in early 2017 as a paraplanner and then became a financial adviser.
He specialises in all areas of wealth management, tax planning and financial advice. His main objectives are to assist clients by developing bespoke holistic financial planning strategies for individuals and their families.
Harry takes pride in forging long lasting relationships with clients while securing their financial future with a proactive hands-on approach.
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.