Max Carnaby
As an adviser representing Clearwater Wealth Management, Principal Partner Practice of St. James's Place, I provide a wide range of wealth management services to individuals across the UK. My core focus is developing tailored solutions and strategies to help build, grow, and preserve the wealth of my clients through personalised financial planning and tax strategies.
About
I provide holistic financial planning to individuals throughout the UK by building longstanding and trusted relationships. I help my clients achieve financial independence through structured savings and investment advice, as well as retirement planning.
I pride myself on building a business that focuses on integrity and trust to deliver a truly holistic approach to wealth management which is tailored to every client, both now and in the future.
Addresses
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.
