Clearwater Wealth Management - Similar companies

At Clearwater we pride ourselves in offering a seamless service of distinct quality, professionalism and expertise covering v ... arying aspects of wealth management in London. Our objective is to work with successful, open-minded people to first preserve and then to build their wealth with a view to securing long-term prosperity for our clients and their families. Our clients welcome the strategic ‘whole-of-life’ approach we employ and the methodological rigour that we bring to managing their financial affairs - year in, year out. People who want to be proactive and who appreciate responsiveness in the management of their wealth find Clearwater Wealth Management a skilled and suitable partner. Our Partners, therefore, only work with a limited number of carefully selected clients; to do otherwise would not allow us to provide the attention - and to build the trust - that truly bespoke wealth management demands. We believe that our clients want a service that is simple, transparent and effective. We use a straightforward four-point process designed to systematically assess, organise, deploy and monitor the ongoing management of your wealth. 1. Evaluate your current situation 2. Envision your future financial objectives 3. Enable a wealth management strategy that will meet your needs 4. Excel in ongoing management of your wealth The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives. read more