As a highly successful UK wealth advisory firm, our objective is to work with our clients to first preserve and then to build their wealth with a view to securing long-term prosperity for them and their families. Our clients welcome the strategic ‘whole-of-life’ approach we employ and the methodological rigour that we bring to managing their financial affairs – year in, year out. People who want to be proactive and who appreciate responsiveness in the management of their wealth find Clearwater Wealth Management a skilled and suitable partner.
Our Partners, therefore, only work with a limited number of carefully selected clients; to do otherwise would not allow us to provide the attention – and to build the trust – that truly bespoke wealth management demands. We believe that our clients want a financial service that is simple, transparent and effective.
At Clearwater Wealth Management we provide a wide range of expertise and knowledge in delivering the financial aims and aspirations of clients as well as peace of mind for the future. Our offering is a seamless service of distinct quality, professionalism and expertise across all aspects of wealth management, supported by the successful St. James’s Place Group.
As a Principal Partner Practice of St. James’s Place, Clearwater Wealth Management is a dynamic and thriving firm. Operating in Central London, our clientele is discerning, our standards exacting. Working in a highly professional, yet relaxed, informal environment, our people share in the success of the business.
At Clearwater Wealth Management we are focused on the development of each individual, ensuring that they can be the best version of themselves. Our culture is one of inclusivity and everyone’s contribution to our business and delivering excellent client outcomes is recognised.
Clearwater Wealth Management provides a sophisticated Internal Academy programme for fully diploma qualified individuals to work alongside highly successful Senior Partners within the Practice.
To be accepted onto the CWM Internal Academy there is a one-month selection process based around training and assessment of the skill required for success, enabling the individual to demonstrate the characteristics required to become a CWM Adviser. The Academy will include training & assessment on key client-facing topics, including technical and inter-personal skills as well as personal & professional developmental support.
Successful candidates from the Academy will then be contracted as a CWM Adviser, ready to begin a two-month Boot Camp which will provide all the intensive training needed to set them up for a successful career. In exchange, they will need to match the CWM intensity to ensure they get the most from their Boot Camp.
