Kal Rai
With a dedication to fostering long-term relationships, I provide my clients with trusted financial advice, tailored to their evolving needs. My goal is to help clients achieve their financial goals through personalised, strategic planning.
I work closely with city professionals, business owners, and entrepreneurs, with many new clients coming through personal recommendations.
About
As a Partner at Clearwater Wealth Management, I am committed to creating personalised strategies which not only preserve and build my clients' wealth, but also offer them peace of mind. I help my clients visualise their financial goals, then work towards them with clarity and confidence.
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.
