Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Dan enjoys working closely with his clients to build a bespoke, structured financial plan, to help them achieve their ultimate goal of financial independence.
With a wealth of advanced financial planning tools, tax efficient strategies and numerous investment planning opportunities at his disposal, Dan is well equipped to provide the highest calibre of holistic financial advice to his clients.
Dan works hard to build trusted relationships with his clients and prides himself on providing high levels of service. He always ensures that financial solutions are delivered with a high degree of professionalism and integrity.
Dan has worked in financial services his entire career and thoroughly enjoys his work. He is a keen football fan and attempts to play golf on a weekly basis.
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.