Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Joe focuses on providing financial planning services to his clients using a holistic approach. He likes to work closely with his clients to determine what’s important to them and how he can help them achieve their financial security and freedom taking in to account short, medium and long term goals, as well as deal with unexpected life events.
With integrity and trust at the heart of his business, Joe looks to build strong, long-term relationships with his clients, and enjoys working with a wide range of people in various different industries. He understands that everyone is different and all have unique needs, circumstances and problems that he can help them address and improve.
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.