Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Read some of our valued clients' feedback on their experience with Clearwater Wealth Management services.
“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 requirements, rather than routine advice backed by a standard range of one-size-fits-all products. I appreciate the genuine and ongoing concern shown for the wealth, welfare and security of my family.”
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 to consistently add value to my personal portfolio, thus keeping pace with my changing circumstances and expectations.”
Mark Rooney, Senior Managing Director, International Banking
“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, access to good fund ideas and a support mechanism for my wife should anything happen to me. Clearwater has more than matched expectations with good service and regular meetings with excellent continuity of ideas that has served me and my family very well. I have recommended Clearwater to several colleagues and friends.”
Stephen Mitchell, Managing Director, JP Morgan
“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 before making decisions. I have recommended several friends and colleagues to Clearwater - not a step I take lightly - and none have been anything other than delighted with both the advice and the service they have received. This I believe is due to the time and care Clearwater takes to understand their clients’ needs and to the subsequent bespoke advice provided.”
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 provide solutions that are good for me and to be honest if something is not quite right. I consider the length of my relationship with Clearwater to be a testament to the very good job they are doing.”
Ed Venables, Senior Investment Analyst, Cognis Capital Partners LLP
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.