Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Michal works closely with city professionals, business owners and entrepreneurs to develop bespoke and holistic financial plans to help them achieve their goals and financial objectives. He is committed to establishing long-term relationships with his clients by delivering a high level of service with professionalism and integrity.
A wide range of sophisticated financial modelling software and access to a broad range of investment planning opportunities enables him to engineer bespoke strategies, designed to create and preserve the wealth of his clients. He mainly focuses on long-term planning, helping his clients to achieve their own personal financial goals in the future.
He works hard to ensure that his extremely busy clients are able to entrust him with their financial planning and enjoy a better work-life balance, focusing solely on their professional careers and private lives.
Please feel free to contact Michal if you would like to arrange an introduction.
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.