Abby Kessock-Philip
In my role as a Partner at Clearwater Wealth Management, I work with my clients to improve their understanding and decision making around their financial goals and aspirations. I do this by creating long-term, bespoke plans centred around retirement, investment, tax, and protection planning, helping my clients and their families reach financial freedom and security.
About
I pride myself on helping clients navigate the ever-changing financial landscape so they can do more of the things they enjoy in life. It's important to be able to reap the rewards of your hard work, and a personal financial plan can help you achieve this both now and in the future.
Outside of work I enjoy taking part in events to support charities close to my heart and loved running the London Marathon in 2023. Travelling around the UK to find great wild swimming spots is something I thoroughly enjoy too, as well as spending time with family and friends.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
