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.

Management Team

Please use the links below to learn more about the team.

David Shiel

Marketing Director

Anna de Broize

Operations Director

Julie Lawrence

Risk & Compliance Manager

Maria McGregor

Financial Controller

Jaz Carter

Advisory Team Manager

Chloe Holmwood

Training & Development Manager

Sharon Brown

Office Manager

Jason Bush

Marketing Manager

Suzy Rokenson

Partner Support Manager

Maria Fernando

HR Manager