Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Previously a member of the British Army for five years. I spent my time within the Household Cavalry, providing close protection for the royal family and foreign dignitaries on state occasions. I then moved into the financial services and became a stockbroker, advising busy city professionals on investments across multiple asset classes. As of late I am a Partner at Clearwater Wealth Management. I provide bespoke wealth management services on an ongoing consultancy basis to city professionals, helping them achieve personal financial goals by specialising in investment and pension planning as well as tax strategizing by providing holistic financial planning services covering all the important aspects of my client’s financial needs.
As an adviser representing Clearwater Wealth Management, I provide a wide range of wealth management services to professionals in Central London. My emphasis is on providing the solutions to people’s financial needs, allowing them to focus and enjoy what matters most in their lives. Whilst being adaptable as their needs evolve throughout their lives.
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.