Clearwater Wealth Management, established in 2005, is a leading financial advisory firm based in London and a proud Principle Partner Practice of St. James’s Place. Specialising in bespoke financial advice, we help individuals, families, and businesses achieve their financial goals with confidence. Our mission is simple: to provide you with peace of mind, knowing your financial future is secure and well cared for.

Our team of experienced Advisers offer a comprehensive range of services, including retirement planning, investment planning, tax planning, and financial protection. Using world-class financial resources, such as Voyant reports, we provide clear and detailed financial projections, empowering our clients to make informed decisions and plan for the future with clarity.

Take the first step toward financial security. Contact us to discuss how we can assist you today. 

Clearwater Wealth Management 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. 

SJP Approved: 12/12/2024

Investment Management

Personal Finance

Retirement

Clearwater Wealth Management

James Moffat

This department focuses on providing strategic guidance and investment management solutions to clients, fostering partnerships to enhance financial well-being.

Wealth Management Partners

This department oversees the strategic direction and operations of practice areas within the organization.

Practice Management

This department focuses on fostering and managing strategic partnerships to enhance organizational growth.

Partnership Development

This department facilitates assistance and resources for partners to enhance collaboration and operational effectiveness.

Partner Support

This department oversees the administration and advisory services related to wealth management for clients.

Wealth Management

This department oversees and fosters relationships with partners to maximize collaboration and business growth.

Clearwater Wealth Management

Org chart

Teams

Wealth Management Partners

Practice Management

Partnership Development

Partner Support

Wealth Management

Partnership Management

Offices

Clearwater Wealth Management

Org chart

Teams

Wealth Management Partners

Practice Management

Partnership Development

Partner Support

Wealth Management

Partnership Management

Offices

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