I specialise in developing tax-efficient wealth management strategies for senior executives, business owners and professional sportsmen and women.
I have a strong understanding of the importance of financial planning – enhanced during my time as a professional footballer - and the structure that clients should have in place. Having worked closely with professional sportsmen and women, I understand there is often a disconnect between what they should be doing financially, and what actually happens, and how important it is to have discipline around long term investment plans.
Most of my clients have neither the time nor inclination to continually assess and monitor their financial plans in the level of detail that is required, instead they trust in my professional advice, to ensure they are doing all they can possible to put themselves and their family in the strongest position possible for the future.
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.