Romi Patel
As a Partner of Clearwater Wealth Management, I deliver tailored and bespoke financial planning solutions to individuals and their families in and around the City of London.
About
Prior to joining Clearwater Wealth Management, I worked at a leading law firm where I qualified as a solicitor. I chose to transition into a career in wealth management because I wanted to create more meaningful and lasting relationships with my clients.
Strong client relationships are based on trust, support and communication. For each client, I carry out a thorough review of circumstances and a careful assessment of needs both now and in the future.
Using this as a starting point, I then explore with my clients the different strategies required in order to build and preserve wealth for the long term in a tax efficient manner.
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.
