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, Peter focuses on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries. Peter takes pride in building and maintaining long-term trusted relationships with clients by providing tailored financial advice to assist them in achieving complete financial independence and security. Prior to joining Clearwater Wealth Management, Peter spent 8 years, working in Investment Banking and Private Banking at Goldman Sachs, latterly focusing on Market Solutions for Private Clients.
Outside of the city Peter enjoys most sports and staying active, having summited some of the world’s highest mountains, run a marathon at the North Pole and completed Marathon Des Sables.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title '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.