Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a Partner of Clearwater Wealth Management, I specialise in advising successful, high achieving professionals to help grow their wealth and plan for their financial future.
I offer a dedicated, bespoke wealth management planning service advising my clients on a range of key areas, including investment, inheritance tax planning, pensions and protection.
As part of my service I provide my clients with a tailored Personal Wealth Report which helps to set out their current financial situation, define their investment goals and monitor the performance of their investments over time.
My philosophy focuses upon maintaining a long-term, trustworthy relationship with my clients. My aim is to become their trusted adviser and the first person they turn to when they have a financial question or issue to discuss. I will look holistically at their financial affairs and help them to create a firm foundation in order to meet their financial objectives so that they can look to the future with confidence and optimism.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.