Jake Bartlett
As a non practising Chartered Accountant and Financial Adviser, I create meaningful and lasting relationships in helping my clients achieve their financial goals.
About
I focus on providing a holistic and comprehensive wealth management plan for my clients, helping them achieve their financial objectives and obtain financial security and independence. I take the time to get to know my clients and fully understand their financial landscape in order to map out a long term, tax efficient plan.
Through using sophisticated financial modelling software and my extensive knowledge of the UK’s financial infrastructure I am able to provide a bespoke and high-quality service to my clients and am dedicated to building lasting and meaningful relationships.
Prior to joining Clearwater Wealth Management, I spent several years working for a top 4 accounting firm working as a Chartered Accountant and have 8 years’ experience within financial services.
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.
