Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
As a financial adviser I look to apply my knowledge and expertise to my client’s individual circumstances and provide them with a financial plan that is holistic, bespoke and easy to follow.
I provide professionals, who are particularly time poor yet hungry for capital growth, with holistic financial planning reports. These reports detail their short, medium and long-term financial objectives and the means to help achieve these. I take an active role in reviewing these plans regularly and in case of any changes in circumstances the plan is adjusted accordingly, making sure that my clients are always heading for financial security and certainty.
I provide my services to the following clients:
Accountants and Lawyers
Investment Managers and Hedge Fund Managers
Traders and Brokers
The range of services I provide within financial planning include but are not limited to; retirement planning, strategic investment, tax mitigation, asset protection and estate planning.
Please feel free to contact me if you would like to arrange an introduction.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.