As a Partner of Clearwater Wealth Management, Principal Partner Practice of St. James's Place, I focus on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries.
I take pride in building and maintaining long-term trusted relationships with clients by providing tailored financial advice to assist them in achieving complete financial freedom and choice.
Prior to joining Clearwater Wealth Management, I spent 4 years in the private security industry understanding what’s most important to a client and tailoring a strategy to achieve their vision as efficiently as possible. Whilst client satisfaction is at forefront of the relationship I tend to build, honest and trustworthy advice bespoke to the client is something I excel in to help clients bridge gap between visions and reality.
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.