Sarah Watson
I build trusted and long-lasting relationships with my clients, helping to build and preserve wealth through implementing tailored financial planning and tax strategies.
About
Understanding what's important to my clients and their families, enables me to create their bespoke financial plans and help them achieve financial freedom, in the most tax efficient way possible.
By building long-term relationships and working together on an ongoing basis, we're able to reach goals, whilst having complete clarity around financial positions.
With a background in business enterprise, I bring a unique perspective to understanding business owners and self-employed clients' financial needs.
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.
