Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a Partner of Clearwater Wealth Management, Principal Partner Practice of St. James’s Place Wealth Management, Ollie focuses on providing holistic financial planning and delivering bespoke professional advice to business professionals across many different industries. His aim is to provide his clients, and their families, with the expertise and capability to achieve financial freedom and security now, and for future generations.
By providing tailored, face to face financial planning and wealth management advice to his clients, Ollie works collaboratively to build solutions that best fit their needs and financial goals, whatever they may be.
Outside of the City, Ollie enjoys playing rugby and golf and he thoroughly enjoys his position as he gets to meet a wide variety of people across different industries and help them achieve their ultimate financial aims.
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.