In my role at Clearwater, I provide strategic financial advice to families, city professionals and business owners, enabling them to make informed decisions, and realise their ambitions for themselves and their family.
The bulk of my experience is within Banking & Wealth Management having worked for the likes of Coutts & NatWest. I pride myself on upholding a high level of client services and really understanding my clients and their aspirations.
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.