Jake Bartlett Clearwater Wealth Management
Initial consultation free
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I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.
We can advise you on
Clients
helped
Recently added
helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Jake Bartlett
Compliance
Our advice is not free. When you invest with St. James’s Place you pay for the advice and the products recommended. You will receive a personalised illustration which sets out how these charges apply to your specific investment from your St. James’s Place Partner prior to you making an investment and incurring any of these charges. For more information, please review St. James's Place's fees
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