Clearwater Wealth Management

Financial Adviser in city of London

James is a member of the Chartered Insurance Institute as well as the Investment Association. He is regularly involved in research projects and has held a number of investment lectures and seminars on numerous topics.

 

The most recent being: 

  • Coalition Government fiscal and monetary policy 
  • The impact of the Finance Act 2014 on Individual Pension Protection 2014 and the Lifetime Allowance 
  • Personal Finance and the Summer Budget 2015

 

He takes considerable pride in developing and maintaining long and sustainable relationships with his clients. His primary aim is simply to ensure that through his structured advice, clients are able to achieve their ultimate goal of financial security. James’s gregarious nature and excellent inter-personal skills are carried into his meetings, where he very occasionally quips that St. James's Place was actually named after him. 

 

James has developed an extensive base of clients throughout the City of London and the South of England, having worked for another nationwide network of advisers. He takes particular pride in advising lawyers and accountants as well as bankers, business owners and corporate clients. 

 

Outside of his professional life James has a number of sporting hobbies. He is a keen rugby player and spectator, a regular cyclist and an occasional skier.

Contact Details

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Phone        

020 7065 2915

 

Address  

Clearwater Wealth Management
St. James's Place
City Tower - 7th Floor
40 Basinghall Street
London
EC2V 5DE

List of Services

Pensions

  • Auto Enrolment
  • Personal Pensions
  • Drawdown*
  • Defined benefit advice
  • Occupational Pension
  • SIPP
  • SSAS
  • Stakeholder

Investments

  • ISAs
  • Unit Trusts
  • Investment Bonds
  • Investing for Income
  • Offshore Investments
  • Discretionary Fund Management
  • Tax Advantaged Investments

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Trusts are not regulated by the Financial Conduct Authority.

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Level Term
  • Permanent Health Insurance
  • Renewable Term
  • Whole of Life

Business Insurance

  • Key Person
  • Share Protection
  • Group Life
  • Group Income Protection

Mortgages

  • Mortgage Advice
  • 1st Time Buyer
  • Buy to Let
  • Help to buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Ownership
  • Shared Equity

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/products. 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.

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