Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
With over 5 years’ experience in financial services, Sunny Dhanjal has worked with a wide selection of senior city executives and high income earners to deliver a client focused and bespoke solution each and every time. His clients appreciate the proactive face to face approach and the fact that Sunny can work with them to create a plan and a long-term relationship to help achieve financial security and increase wealth in a tax efficient manner.
Sunny prides himself on delivering a truly holistic approach to wealth management which is tailored to the client, both now and into the future.
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.