I provide a wide range of wealth management services to individuals in Central London. My emphasis is on maintaining long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over time.
As a Partner at Clearwater Wealth Management, Jordan focuses on providing holistic financial planning advice to professionals, business owners and entrepreneurs across several industries. Jordan offers a dedicated, bespoke wealth management planning service advising clients on a range of key areas, including investment and inheritance tax planning, pension planning and protection. Jordan takes pride in building and maintaining long-term trusted relationships with clients by providing tailored financial advice, offering his clients a clear financial plan towards financial independence.
Outside of the city Jordan enjoys golf and has recently begun playing the guitar.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.