40 Basinghall Street
London
EC2V 5DE
This is not the head office for Clearwater Wealth Management. To view our head office, click here
Appointed Representative
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
Principal
(195351) St. James's Place Wealth Management Plc
Clearwater Wealth Management
Financial Adviser based in London
About
Adrian’s focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. This involves preservation of their current financial well-being and growing this in as tax efficient a manner as possible, with the aim of generating superior investment returns for the individual.
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Regulatory & Compliance
FCA regulated and qualified with 10 years financial planning experience.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.