As a Partner at Clearwater Wealth Management, I specialise in building bespoke financial plans for City professionals and small to medium sized business owners around the UK.
My focus is on helping my clients towards achieving their financial goals through a combination of tax-efficient investment planning and tactical asset allocation. I thrive on building long-term relationships with my clients. A good financial plan is one that evolves over time with the demands of the individual and reinforces the need for an ongoing relationship between client and Adviser.
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.