Oliver Warren
As a Partner of Clearwater Wealth Management, I specialise in creating bespoke financial plans for my clients. This involves providing a comprehensive overview of their current situation and implementing tailored recommendations in areas such as tax and investment planning, helping them make the most of their money and achieve their financial goals.
About
As part of my business degree, I studied Investment Management, which is where I discovered my aspiration to become a Financial Adviser. I thoroughly enjoyed learning about how making smart decisions in terms of your finances can have a huge impact on the quality of your life, which is something I now help my clients with.
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.
