Clearwater Wealth Management

About Clearwater Wealth Management

Clearwater Wealth Management, established in 2005, is a leading London based financial advisory firm and a proud Principal Partner Practice of St. James’s Place. We specialise in delivering bespoke financial advice to individuals, families and businesses, helping our clients achieve their financial goals with confidence and clarity. Our approach is built around long-term relationships, trusted guidance, and a commitment to providing peace of mind - ensuring your financial future is secure, carefully planned and aligned with your aspirations. Our experienced team of Advisers offers a comprehensive range of services, including: • Retirement Planning • Investment Planning • Tax Planning • Financial Protection Using world-class financial planning tools, including Voyant cashflow modelling, we provide clear and detailed financial projections that help clients make informed decisions and plan confidently for the future. Take the first step towards financial security today. Contact Clearwater Wealth Management to discover how we can help you achieve your financial goals. Clearwater Wealth Management 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 08/06/2026