As a Senior Partner of Clearwater Wealth Management, Principal Partner Practice of St. James's Place, I focus on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries.
I take pride in building and maintaining long-term trusted relationships with clients by providing tailored financial advice which help them clearly visualise the time in the future when they achieve financial independence and security.
Outside of the city I enjoy a range of Adventure sports such as white water kayaking and rock climbing. I have also recently taken up golf and am enjoying the challenge of learning a new sport.
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.