Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Sunneil’s approach to financial planning is refreshingly effective, and yet simple.
“I take time to listen and understand my client’s situation before creating a long-term, tax efficient plan to realise their aspirations. All clients can expect an engaging, step-by-step process to plan with certainty the risk managed actions required to meet personal, professional and lifestyle goals".
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.