As a Partner of Clearwater Wealth Management, I specialise in delivering holistic financial planning advice with a focus on building and preserving the wealth of my clients.
I work with my clients to build bespoke financial plans and develop strategies that enable them to achieve their financial goals, in a tax efficient manner. My approach centres on understanding what is important to my clients and providing them with ongoing counsel, as their financial needs and objectives evolve over time.
Outside of work I enjoy playing tennis, having previously played in a professional capacity. Spending time with my family and friends is very important to me and something I value greatly.
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.