Tom Moxey
As an adviser of Clearwater Wealth Management, Principal Partner Practice of St. James's Place, I provide holistic financial planning advice to individuals throughout the UK.
About
I provide holistic financial planning to individuals and business owners throughout the UK. Building longstanding and trusted relationships, I help my clients achieve financial independence through structured savings and investment advice, as well as retirement planning.
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.
