We'll bring your finances to life

For more than 25 years, the specialists at Clearwater Wealth Management LLP have been helping business owners, professionals, high net worth individuals and those retired with capital, to gain a better understanding of how to manage their money more effectively.

Our primary objective is to show you how your wealth can empower you to live the life you desire. It is a sad fact that many people have little or no idea of where they are heading financially. You may have assets, investments and/or high levels of income, but still be unclear about what these financial resources could do for you and your family.

Working with Graham has been invaluable in helping us understand our financial position and the options available to us
— Anne MacDowell

This is because the majority of financial advisers with whom you may have come into contact with lack the necessary tools, qualifications or experience to demonstrate what your future looks like. They therefore focus their attention on selling products rather than identifying solutions that can give you what you truly want from life.

Most importantly, they fail to answer the really big questions such as:

  • When precisely can I afford to stop doing the things that have become a drag...and start doing the things I really enjoy?
  • What do I have to do to ensure I never run out of money?
  • How much do I need to earn, save or sell my business for in order to give me what I want in life?
  • Exactly what level of return on my investments do I need to achieve my objectives?

And possibly the biggest question of all:

  • How much is "enough"?