Richard joined Clearwater Wealth Management in 2012 and is now a Senior Partner of the practice. Richard looks after a number of senior executives and business owners in the London area.
Using contemporary planning tools - from cash-flow modelling to psychometric risk assessments - Richard and his team help their clients determine specific financial objectives and the most effective methods for achieving them.
When he’s not working, Richard is usually racing monster trucks or reading bedtime stories with his three boys.
David joined Clearwater Wealth Management at the beginning of 2018 and is an Associate Partner of the practice. David offers a holistic approach to comprehensive wealth management and specialises in advice to high net worth individuals.
Outside work, David enjoys performing in a band and spending time with his wife and kids.
Julie is a diploma qualified Paraplanner who works alongside Richard and is working towards chartered status. Having previously been an adviser Julie decided to pursue the more technical side of the business via a Paraplanning role. She has worked with Richard and St. James's Place since 2015.
Outside of work Julie enjoys spending time with her large family, including 4 grandchildren, and is a keen gardener.
Jason joined Clearwater Wealth Management at the beginning of 2018. Jason is responsible for developing the business and marketing side of the organisation and making sure the business reaches its full potential. His key roles are to identify rising business opportunities and build long-term relationships with both prospects and clients.
Outside of work Jason enjoys any type of sport and spending time with friends and family.
Emma-Jane joined Clearwater in May 2018 with six years extensive experience in FTSE 100 and blue chip organisations. She is involved with all aspects of tasks within the team and ensuring all events are running smoothly. Priding herself on maintaining high levels of client service whilst displaying an exceptional level of integrity.
Outside of work Emma-Jane enjoys weekend road trips and hot holidays, gardening and socialising with friends.