Luke Spiteri
As a Partner at Clearwater Wealth Management, I provide holistic financial advice to individuals, entrepreneurs, and businesses across a wide range of industries.
About
When offering advice, I prioritise my client's individual goals and objectives. I work closely with each individual to develop tailored strategies that utilise a variety of investment options, tax solutions, and a comprehensive, holistic approach. Whether you're planning for retirement, making strategic gifts, saving for a future property purchase, or preserving your wealth for the long term, my focus is on helping you achieve your financial aspirations.
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.
