Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
I began working in financial services in 1998 and worked as an Investment Manager for two of the biggest UK stockbrokers. I subsequently set up my own firm and then decided to move to Clearwater Wealth Management and
St. James’s Place due to their excellent client proposition of offering an institutional approach to investment management delivered to private clients, along with superb tax planning and holistic financial advice.
Many clients know they are not in as much control of their pensions as they would like, or would like to have a clearer idea of whether they will be able to achieve what they want to with their finances in the long term. The tools, support and Investment Management Approach provided by Clearwater and St. James’s Place enable us to assist clients with this and makes easier the process of helping to solve clients’ problems that might otherwise have prevented them from reaching their goals.
We feel that this combined with a long term approach to assisting clients with tailoring and steering their financial plans towards their desired outcomes, offers clients a potentially life changing opportunity.
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.