I deliver comprehensive financial planning advice to city professionals, business owners and entrepreneurs across a range of industries.
I am committed to establishing and nurturing long-term relationships with my clients and I deliver financial solutions with a high degree of professionalism and integrity.
I develop bespoke plans to help build and preserve the wealth of my clients. I do this using financial modelling software to create plans that improve and strengthen their long-term financial positions.
Prior to joining Clearwater Wealth Management, I spent 4 years working at Goldman Sachs.
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.