Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Alex delivers holistic financial planning advice to city professionals, business owners and entrepreneurs across a spectrum of industries. He is committed to establishing and nurturing long-term relationships and ensures that the financial solutions he delivers are with a high degree of professionalism and integrity.
Alex's core focus is developing bespoke strategies to help build and preserve the wealth of his clients. He does this using financial modelling software to create tailored plans designed to improve and strengthen the long-term financial positions of his clients.
Too often Alex meets individuals who do not have time nor understand how to create a financial plan that gets the most out of their money and he is passionate about empowering his clients as he helps them to achieve their own personal financial goals.
Prior to joining Clearwater Wealth Management, Alex worked at Goldman Sachs supporting the Commodities business.
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.