Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Tom joined Clearwater in early 2015 having gained his financial services experience working as a Financial Conduct Authority regulated stockbroker since 2009. As well as having an interest in trading and financial markets, he says his time with clients is now spent on structured financial planning, where he uses financial modelling software to create strategies that help improve the long term finances of his clients and give a disciplined approach to how they should be managing their money efficiently.
Tom works with city professionals, business owners and entrepreneurs – with the majority of his new clients coming from personal recommendations.
Outside of the city you’ll either find Tom on the golf course or tennis court – and is currently working on getting his 8 handicap down to scratch!
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.