Testimonials

Read some of the feedback received from clients over the years.

Clearwater has kept me informed and up-to-date about the wealth management of my portfolio and the constantly changing risks and opportunities that I have needed to be aware of. They are prepared to spend time listening to my needs and views and provide advice that focuses on my particular requir...

Ed Smith | Global Assurance COO and Strategic Leader

I have used Clearwater Wealth Management as an adviser for my personal financial affairs since 2003. I have found their approach and operations to be proactive and professional. I believe that the critical success factor in Clearwater’s stewardship of my personal finances has been their ability t...

Mark Rooney | Senior Managing Director, International Banking

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.

I have used Clearwater Wealth Management as advisers since 2000 when the company I worked for was taken over and yielded some profitable gains. I looked extensively at private banks but decided after talking to Clearwater that St. James's Place provided the right amount of financial planning, acc...

Stephen Mitchell | Managing Director, JP Morgan

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.

From my first meeting with Clearwater Wealth Management I was impressed with the straightforward approach to providing financial advice - accessible, clear, with options and pros and cons. For a busy executive, just what’s needed and it enabled me to focus on what specifically I needed to read be...

Frank Hailstones | Partner (retired), PricewaterhouseCoopers

I was introduced to Clearwater Wealth Management early in my career when financial planning was not really something on which I was focusing. I am very glad to have met with them when I did. I have not been able to fault either the advice or the execution provided by Clearwater who I trust to pro...

Ed Venables | Senior Investment Analyst, Cognis Capital Partners LLP

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.