As an adviser representing Clearwater Wealth Management, I specialise in providing financial planning services to individuals across a range of industries.
My approach focuses on understanding each individual’s unique circumstances, helping to identify financial priorities, and then implementing tailored solutions in areas such as tax planning, savings strategies and investment planning.
Prior to financial advising, I spent several years as a rugby player so being part of a team and helping those around me have always been strong passions. Wanting to continue in this spirit and with a Master’s in Finance, I decided to help others with their financial planning.
Many individuals lack the time or knowledge to secure the financial future they desire. My advice provides the structure, clarity, and confidence to achieve their financial goals, and I take pride in nurturing these relationships over the long-term.
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.