Charlie Woolf
As a financial adviser, my goal is to bring clarity to clients, guiding them through a complex industry with tailored advice that builds confidence, whilst protecting and growing wealth
About
Before joining Clearwater Wealth Management, I worked in management consulting, helping organisations improve strategy and performance. I now channel that expertise into working closely with individuals and families, building trusted, long-term relationships. My approach is to understand each client’s goals and circumstances before creating tailored strategies to grow, protect and preserve wealth.
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.
