George Nicholls
As a Partner at Clearwater Wealth Management, my focus is on building and maintaining strong, long-term relationships with my clients whilst growing and preserving their wealth. I create tax-efficient financial plans to ensure my clients have clarity on how they can achieve their goals and objectives.
About
My primary aim is to provide my clients with ongoing, holistic advice which encompasses every aspect of their financial needs. Ultimately, I help to ensure that each client reaches financial independence by sticking to the behavioural disciplines of a financial plan. Creating these bespoke plans, involves using a sophisticated planning tool that I walk through as part of my consultations.
Prior to financial planning, I obtained a master’s degree in economics and finance and gained experience working at St. James's Place. Outside of the city, I enjoy playing football and golf, both of which I’ve played from a young age.
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.
