Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Kevin’s experience working exclusively with High-Net Worth individuals within the Financial Services industry gave him the scope and understanding to create and deliver holistic financial planning advice which aims to help mitigate risk for clients on their respective journeys towards financial freedom.
He embodies a client-centric approach, continually empowering clients as he helps them to reach their goals through bespoke financial planning tools and ongoing reviews that adapt alongside their various life stages.
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.