Tom Warren
As an adviser at Clearwater Wealth Management, I specialise in building bespoke financial plans for professionals, business owners, and families, making sure to fully understand clients' needs and objectives in order to help them achieve their ambitions.
About
Before moving into wealth management, I worked in banking in a risk role, and previously in data analytics—experiences that shaped the way I manage and optimise wealth today. My goal is simple: I handle the complex numbers so my clients don't have to, giving them total peace of mind that their financial future is in capable hands. Outside of work, I love exploring new places through travel and staying active on the tennis court.
Addresses
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.
