Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
I have worked in the financial industry for over 12 years and my success and wealth of experience has helped me to better understand the needs and goals of my clients.
Every client's needs are different and with this in mind I strongly believe that it is essential to build bespoke financial plans which are regularly reviewed and continually updated to cater for changing needs to goals of the individual.
I have always enjoyed working with people and building strong lasting working relationships with my clients which is what attracted me to Clearwater Wealth Management, alongside their focused commitment to long term strategic growth for client's wealth.
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.