St. James’s Place Wealth Management
Craig Heumann is a Senior Partner at Clearwater Wealth Management, a role held since September 2014, where a wide range of wealth management services are provided to individuals in Central London. Emphasizing the importance of maintaining long-term client relationships, Craig ensures clients receive trusted advice as their financial needs evolve. Prior experience includes serving as Team Manager at Lloyds Banking Group from November 2012 to March 2014 and as Case Manager at Deloitte from July 2009 to November 2012. Craig is educated through the Chartered Insurance Institute.
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