Chwas Rostam

I specialise in providing tailored financial planning advice to professionals, business owners, and entrepreneurs across various industries. My focus is on helping clients build, manage, and preserve their wealth by aligning their financial goals with a clear, actionable roadmap.

About

UK based, Associate member of the CISI, with a multi-faceted career journey encompassing investment banking, wealth management, derivatives brokerage and a passion for making a positive impact. As a Financial Adviser, I take pride in helping my clients reach their objectives through bespoke investment planning advice, in combination with tax, retirement and protection planning. 

Prior to joining Clearwater, I acted as a strategic partner to C-suite executives and treasury teams to help achieve, protect and outperform their corporate FX budget rates. I also hold a MSc in Finance and Accounting from Imperial College London, where I was awarded the Dean’s Impact Scholarship.

Beyond my professional pursuits, my dedication extends to promoting social mobility by engaging in volunteering opportunities geared towards breaking down structural barriers faced by individuals from lower socio-economic backgrounds. I’m also a passionate sportsman with a background in competitive football, which I continue to play and watch regularly.

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.