Thomas Lawler
Drawing on my experience in institutional financial markets, I seek to provide holistic, in-depth financial and investment planning advice to my clients. Building long-lasting relationships founded on trust and collaboration to help build and preserve wealth
About
After graduating from LSE with an MSc in Economic History. I worked for several years in sales and trading, starting in equity sales trading, providing market access to hedge funds before moving into derivatives trading at BGC Partners and TPICAP. Prior to coming to CWM I worked in Equity Sales at Alliance Bernstein, where I was able to gain insight into the investment proposition that St. James's Place has by working alongside a lot of the fund managers that SJP work with. This has helped prepare me for building out long term investment solutions and financial plans for my clients across the industry.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
