Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
With 8 years’ of experience in financial services I have a strong back ground in investment planning protection and specialist mortgage advice. My emphasis is to focus on building long term relationships with my clients, combined with a tailored financial plan to suit their individual financial needs. In an ever evolving landscape I like to make sure that my client’s plans are reviewed on a regular basis to keep up with changes in the market place.
I was particularly attracted to Clearwater Wealth Management because of their strong reputation in the industry for providing strategic wealth management advice to clients and their commitment to long term, bespoke financial planning.
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.