Loren Taylor
As a financial adviser at Clearwater Wealth Management, I work with individuals, city professionals, entrepreneurs, and business owners across the UK. My focus is on creating clear, practical strategies that help clients build, grow, and protect their wealth over the long term. Every plan I create is tailored to the person behind it, aligning their finances with the life they want to live both now and in the future.
About
I’ve always believed that good financial planning isn’t really about numbers; it’s about clarity, confidence, and control. Most people work incredibly hard for their money, but few take the time to make their money work just as hard for them.
That’s what drives me. Financial planning, to me, is about helping people join the dots between their goals, their finances, and the life they want to live. It’s about removing confusion, avoiding costly mistakes, and building a plan that gives real peace of mind, not just a spreadsheet full of figures.
I work closely with city professionals, entrepreneurs, and business owners, many of whom come from my own personal network which I’m always keen to grow and nurture.
Outside of work, I’m usually on the golf course, at the gym or exploring new places. I’ve got a soft spot for good food, travel and anything that gets me outdoors.
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.
