Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Katherine works closely with clients and helps them to achieve financial security and freedom through a trusting relationship and by providing a holistic and all-encompassing financial planning strategy.
By truly understanding what is important to her clients, she is able to create a bespoke plan for each of them and ensures they are as efficient as possible in achieving their financial goals.
Katherine prides herself in maintaining strong, long-term relationships, and is passionate about empowering and educating people, to take control of their finances in order to give themselves options and the freedom to reach their aspirations.
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.