About Clearwater Wealth Management
At Clearwater Wealth Management we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering varying aspects of wealth management, all backed by the successful St. James's Place Group.
Our emphasis is to maintain a long-term relationship with clients, the majority of whom choose to continue a working relationship with us indefinitely, appreciating our wealth management firm as a source of trusted advice as their financial needs evolve over the years. We do this by ensuring we always use a straightforward four-point process to guarantee together we’re making the right choices for your future.
We very much look forward to building a professional and valued relationship with you in the future.
Richard Hewlett – Chief Executive Officer
Richard joined CWM in 2012 as an Associate Partner, working primarily with senior executives in London and the surrounding areas, before quickly progressing to becoming a Partner. In 2016, Richard became a Senior Partner, with the additional responsibility of training and managing a team. By 2020, Richard progressed to Managing Partner, taking the lead role in managing Clearwater’s entire advisory team. As of 2025, Richard is now Clearwater’s Chief Executive, working with the Executive team to deliver strategic objectives, based on an approach of continuous client service improvement.
Martin Rashdi – Senior Managing Partner
Martin is the joint founder, owner and managing partner of Clearwater Wealth Management. Clearwater Wealth Management is a Principal Partner Practice of St. James's Place and Martin has been a member of St. James's Place in London since 2000. Responsible for Clearwater Wealth Management’s marketing and sales, he brings to bear over 20 years’ of experience in the delivery of bespoke wealth management plans for successful professionals.
Peter Winstanley - Senior Managing Partner
Peter joined CWM in 2017 as an Associate Partner, leveraging his experience in private banking to build and maintain long-term trusted relationships with professionals and business owners across the UK. Peter’s responsibilities broadened in 2021 to include new adviser development and training, and he progressed to Managing Partner in 2023. Shortly later, In 2024 Peter joined the Executive Team and now has responsibility for the advisory business within CWM and steering strategic objectives of the business
James Moffat – Chief Operating Officer
James joined CWM in 2025, bringing over a decade of experience in the Wealth Management industry. During this time, James held various roles, including the delivery of strategic growth, change management, and crisis resolution consultancy services to some of the UK’s largest financial advisory firms. Lately, James was responsible for the scoping, development, and delivery of governance structures and forums on behalf of FTSE 100 C-suite Executives.
Now, James oversees the day-to-day operations of CWM, ensuring it remains at the forefront of technological adoption, risk management, and operational efficiency, to facilitate strategic developments with a focus on improving client outcomes.
As a keen sportsman, James values and thrives in a team-based, inclusive environment that delivers more than the sum of its parts.
Anna de Broize – Operations Director
Anna was a key member of the Clearwater Wealth Management start-up team in 2006-7 since when she has progressed through increasingly challenging roles to her current position of Operations Director where Anna is now responsible for all aspects of day-to-day office management. Alongside the four owning partners of Clearwater Wealth Management, Anna is also part of the Executive Team with responsibility for operational support of our business strategy.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
