Kelly Sheerins
I guide clients through key financial decisions, building tax-efficient strategies designed to grow and safeguard wealth for the future.
About
Before joining Clearwater Wealth Management, I worked in private banking, supporting individuals and businesses with lending strategies and savings solutions. I now draw on that experience to help individuals and families build tailored financial plans that grow, protect, and preserve their wealth. I take pride in developing lasting relationships and ensuring that every plan reflects what truly matters to my clients and their families. By combining tax-efficient planning with bespoke investment strategies, I aim to give my clients the freedom to enjoy the rewards of their hard work, both now and in the future.
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.
