At Clearwater Wealth Management we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place Wealth Management Group.
Our emphasis is to maintain a long-term relationship with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating our wealth management firm as a source of trusted advice as their financial needs evolve over the years. We do this by ensuring we always use a straightforward four-point process to guarantee together we’re making the right choices for your future.
We very much look forward to building a professional and valued relationship with you in the future.
Martin is the joint founder, owner and managing partner of Clearwater Wealth Management. Clearwater Wealth Management is a Principal Partner Practice of St. James's Place Wealth Management and Martin has been a member of St. James's Place in London since 2000. Responsible for Clearwater Wealth Management’s marketing and sales, he brings to bear over 20 years’ of experience in the delivery of bespoke wealth management plans for successful professionals.
A management consultant specialising in the visioning, design and management of plans that deliver strategic change, David is also joint founder, owner and managing partner of Clearwater Wealth Management. With day-to-day responsibility for managing the organisation, David supports Clearwater financial advisers in the design, development and continuous improvement of their client relationship management.
As an owner and managing partner of Clearwater Wealth Management, Richard and his team build personal wealth management plans for senior executives in London and support the growth and development of the advisory team.
Anna was a key member of the Clearwater Wealth Management start-up team in 2006-7 since when she has progressed through increasingly challenging roles to her current position of Practice Director where Anna is now responsible for all aspects of day-to-day office management. Alongside the three owning partners of Clearwater Wealth Management, Anna is also part of the Senior Management Team with responsibility for operational support of our business strategy, including oversight of our inclusion and diversity programme.