Joe Dolling
As a Partner of Clearwater Wealth Management, I specialise in delivering bespoke financial planning advice to City professionals, entrepreneurs and businesspeople in and around London.
About
I enjoy creating and nurturing meaningful relationships with my clients and developing strategies that enable them to realise their financial goals in a focussed, tax-efficient manner. Given that the majority of clients I work with do not have the time nor inclination required to develop a robust financial plan, the advice I give helps provide structure and security to busy lives.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.
