Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Based in London I provide bespoke Wealth Management advice backed by the expertise of St. James’s Place Wealth Management.
I joined Clearwater Wealth Management through the rigorous St. James’s Place Academy program providing me with a financial skill set and professional qualifications in order to apply long-term, advice-led financial planning for my clients.
At my disposal, I have access to a wealth of advanced financial planning tools providing clients with tailored financial solutions in the areas of:
I strive to build lasting trusted relationships with my clients priding myself on maintaining the highest level of service. I ensure financial planning is delivered efficiently and with the highest level of integrity and professionalism.
In my spare time I enjoy cooking, running and attempting to read one new book a week.
Please do not hesitate to contact me if you believe you could benefit from a no obligation discussion. I look forward to hearing from you.
Trusts are not regulated by the Financial Conduct Authority.
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.