As an adviser with Clearwater Wealth Management, I support individuals across the UK with bespoke wealth management solutions. My focus is on creating strategies that build, grow, and safeguard my clients’ wealth for the future.
I take pride in building lasting relationships with my clients and creating financial plans that help them achieve their goals in a focused, tax-efficient way. By incorporating tailored investment strategies into these plans, I ensure my clients’ wealth is positioned for growth and long-term security. As many of the individuals I work with lack the time or desire to create a robust financial plan themselves, my advice provides the structure, clarity, and confidence they need to manage their wealth effectively.
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.