As of this afternoon, Clearwater Wealth Management LLP has formally closed following the successful acquisition of the business by Perspective Financial Group Ltd.
Adam, Kim and I would like to take this opportunity to sincerely thank you for the trust and loyalty you have shown us over so many years. It has been an enormous privilege to advise and support you. Personally, I find it hard to believe that 35 years of advising clients has passed so quickly, and that I now find myself on the threshold of retirement.
While I will be stepping back, I am very pleased to confirm that Adam and Kim will both be continuing with Perspective. They very much look forward to remaining in touch and continuing to support you in the years ahead.
You will be hearing from Perspective shortly with further details and confirmation of the arrangements going forward.
We are all incredibly grateful for the relationships we have built and the confidence you have placed in us. We wish you every success for the future with Perspective and are confident you will be extremely well looked after — Adam and Kim will make sure of that.
The Clearwater office is now closed; however, all emails are being redirected. If you need anything before Perspective is in contact, please continue to email Adam and Kim at their current email addresses and they will receive your message. Any emails sent to me will also be redirected to Adam.
Thank you once again for your support and for allowing us to be part of your financial journey.
With warmest regards from us all,
Yours sincerely,
Graham Ponting CFP Chartered MCSI
Managing Partner
