Clearwater Wealth Management

Clearwater Wealth Management We pride ourselves in offering a seamless service of distinct quality, professionalism and expertise James’s Place. The 'St. James's Place representatives.

Clearwater Wealth Management, established in 2005, is a leading financial advisory firm based in London and a proud Principle Partner Practice of St. 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 fo

r. 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. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St.

In this week's article, we break down the latest figures, the impact on UK markets, and what this means for investors. F...
18/02/2025

In this week's article, we break down the latest figures, the impact on UK markets, and what this means for investors. From economic policies to global market shifts, we’ve got the insights you need to stay ahead of the curve📈.

Dive in now to find out how the market is responding and what comes next⬇️.

https://www.linkedin.com/posts/clearwater-wealth_economy-marketupdate-investmentinsights-activity-7297535826819756033-JeS3?utm_source=share&utm_medium=member_desktop&rcm=ACoAACdKyhQBx7GcNyFV1DSUNFi5qp7Yl9HwhXU

💔Breaking up with bad financial habits can set you up for a better future. Here’s some habits to start changing: 🚗Lettin...
14/02/2025

💔Breaking up with bad financial habits can set you up for a better future. Here’s some habits to start changing:

🚗Letting your insurance policies and subscriptions renew unchecked. Providers don’t always make it obvious that a better offer is available to you. Have another look at subscription plans or insurance policy quotes to re-evaluate the best option for you.

😖Putting off things that are more complex to you. The UK has a complicated tax system, so it’s okay not to understand all of it. But make an effort to understand taxes that apply to you so that your money works more tax-efficiently. Consider speaking to a Financial Adviser to guide you through this.

🛣️Not having a financial plan based on your goals. It’s good to have direction, and even better to have a route to get there. Work out what your goals are, when you want to achieve them by, and how much money that will take. Then build a plan, bespoke to you and your circumstances, to get there.

Tax year-end is almost here, don't miss your chance to maximise your ISA allowances and tax benefits! 📈Let's make sure y...
13/02/2025

Tax year-end is almost here, don't miss your chance to maximise your ISA allowances and tax benefits! 📈

Let's make sure your finances are working as hard as you do. Reach out today and secure a smart, tax-efficient strategy before it's too late!



The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances.

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 St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 12/11/2024

In today's Week Watch series, we break down the latest market movements, including the FTSE 100 hitting record highs, th...
11/02/2025

In today's Week Watch series, we break down the latest market movements, including the FTSE 100 hitting record highs, the BoE’s interest rate cut, and what these shifts mean for UK investors. Plus, we explore tax-efficient strategies for business owners and whether small caps could be the hidden gems of 2025.

Read the full update here: https://www.linkedin.com/posts/clearwater-wealth_marketupdate-investing-economy-activity-7294998766212775936-nm_T?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAq5ywEB1zNWB5WCSgP-SbTtrPM5Zcb0E6k

📈 January Market Recap: Record Highs, Tariffs & Investment InsightsJanuary saw European markets hit record levels, while...
04/02/2025

📈 January Market Recap: Record Highs, Tariffs & Investment Insights

January saw European markets hit record levels, while the FTSE 100 gained over 7%, fueled by a weaker pound boosting overseas earnings. But as we move into February, new US tariffs on Canada, Mexico, and China could shift market dynamics.

Read the full article here: https://www.linkedin.com/posts/clearwater-wealth_stockmarkets-investing-financialplanning-activity-7292446807362568192-apn5?utm_source=share&utm_medium=member_desktop&rcm=ACoAAAq5ywEB1zNWB5WCSgP-SbTtrPM5Zcb0E6k

As markets evolve, strategic planning and diversification remain key. If you need guidance on navigating the changes, contact one of our Partners on LinkedIn, or via our website: https://lnkd.in/dCzxeP5U

Best wishes to those celebrating Lunar New Year! 🏮🐍
29/01/2025

Best wishes to those celebrating Lunar New Year! 🏮🐍

Markets and Tariffs: A New Era?With Donald Trump back in the White House, his stance on tariffs and policy priorities is...
28/01/2025

Markets and Tariffs: A New Era?

With Donald Trump back in the White House, his stance on tariffs and policy priorities is once again in the spotlight. From potential 25% tariffs on North American goods to AI initiatives, and a softened approach to Chinese trade, how will these moves impact global markets and investors?

Dive into the latest market insights, including expert opinions on navigating volatility and the balance between active and passive investments.

https://www.linkedin.com/posts/clearwater-wealth_globalmarkets-investing-tariffs-activity-7289912143544545280-tAxx?utm_source=share&utm_medium=member_desktop

Global markets saw positive momentum last week, with the FTSE 100 reaching record highs, supported by falling inflation ...
21/01/2025

Global markets saw positive momentum last week, with the FTSE 100 reaching record highs, supported by falling inflation and a weaker pound. UK GDP showed slight growth, while interest rate cuts from central banks fueled optimism across the EU, US, and Asia.

Stay informed about the latest trends to ensure your financial strategy stays on track. 🌍

https://www.linkedin.com/posts/clearwater-wealth_markets-investing-financialplanning-activity-7287376043085033473-D5eV?utm_source=share&utm_medium=member_desktop

📅 With the Tax Year’s end nearing, proactive tax planning is key to a strong financial future. Whether you’re a business...
16/01/2025

📅 With the Tax Year’s end nearing, proactive tax planning is key to a strong financial future.

Whether you’re a business owner or individual, reviewing your plans and staying ahead of tax changes can make all the difference.

Build good financial habits now - reach out for guidance and set yourself up for success! 💰



Taxation rules can change at any time and are dependent on individual circumstances.

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 St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 12/11/2024

We’re proud to announce that St. James’s Place have been voted Best Financial Adviser and also received commendation for...
08/01/2025

We’re proud to announce that St. James’s Place have been voted Best Financial Adviser and also received commendation for Best Investment ISA at the Personal Finance Awards.

We want to take this opportunity to say a massive thank you to all who voted; this award reflects the enduring importance of the relationship between our Partners and clients.

The Personal Finance Awards give consumers the opportunity to ensure their voices are heard, allowing them to nominate and vote for their favourite companies to be recognised.

Address

40 Basinghall Street
London
EC2V5DE

Opening Hours

Monday 8:30am - 6pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 6pm
Thursday 8:30am - 6pm
Friday 8:30am - 5:30pm

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