Having had previous experience as a Chartered Certified Accountant and Financial Adviser, I help clients on their pathway to reaching their financial goals, building meaningful long-term relationships.
I focus on providing holistic and comprehensive wealth management plans for my clients, helping them achieve their financial objectives.
Experience consulting large and medium businesses with their growth and aspects of exit strategy planning means this was the natural step from helping businesses to helping individuals build comprehensive financial plans.
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.