Clearwater Wealth Management
Principal Partner Practice of St. James's Place Wealth Management
Sunneil specialises in delivering bespoke wealth management solutions to a diversified range of busy professionals in London and the Home Counties.
His approach to financial planning is refreshingly different – effective, yet simple: He takes time to listen and understand his client’s situation before creating a long-term, tax efficient plan to help realise their aspirations.
As a client you will embark on an engaging, step-by-step process to plan the risk managed actions required to help meet your personal, professional and lifestyle goals.
Sunneil believes long-term client relationships are in the vanguard of fair dealing and openness, with consistently excellent client service central to his ethos.
This enables his clients to see from the outset of their relationship the expectation of an honest, long-term and advice-led service will be delivered in the areas of:
Advanced Tax Planning
Trust* and Estate Planning
Onshore and Offshore Investment Planning
Retirement Planning and Pensions
*Trusts are not regulated by the Financial Conduct Authority.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
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.