Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a Partner of Clearwater Wealth Management, Omrit provides a holistic approach in all areas of wealth management and tax planning. His main objectives are to provide efficiency gains in your financial planning, to provide direction and purpose in your investment management approach, but most importantly, to ensure complete financial independence and security.
Prior to joining Clearwater Wealth Management, Omrit worked in Corporate Banking and Private Banking at Standard Chartered and Barclays, latterly focusing on financing and lending solutions for Governments and Central Banks across Africa and Asia.
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.