Clearwater Wealth Management Revenue
Financial Services • 
London, England, United Kingdom • 101-200 Employees
Clearwater Wealth Management revenue & valuation
| Annual revenue | $11,200,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,600,000 |
| Total funding | No funding |
Key Contacts at Clearwater Wealth Management
Rameen Hayat
Associate Director At Clearwater Wealth Management, Principal Practice Of St. James’S Place
Thomas Lawler
Associate Director At Clearwater Wealth Management, Principal Practice Of St. James’S Place
Taaha Shaikh
Associate Director At Clearwater Wealth Management, Principal Partner Practice Of St. James'S Place
Kelly Sheerins Dippfs
Associate Director At Clearwater Wealth Management, Principal Partner Practice Of St. James'S Place
Stanley Strecker
Director Of Operations
Max Baulcomb
Practice Director
Company overview
| Headquarters | London, England, United Kingdom |
| Phone number | +442070652944 |
| Website | |
| NAICS | 52 |
| Founded | 2005 |
| Employees | 101-200 |
| Socials |
Clearwater Wealth Management Email Formats
Clearwater Wealth Management uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@clearwaterwm.co.uk), used 79.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@clearwaterwm.co.uk | 79.8% |
{first initial}.{last name} | j.doe@clearwaterwm.co.uk | 20.2% |
About Clearwater Wealth Management
Clearwater Wealth Management, established in 2005, is a leading financial advisory firm based in London and a proud Principle Partner Practice of St. James’s Place. Specialising in bespoke financial advice, we help individuals, families, and businesses achieve their financial goals with confidence. Our mission is simple: to provide you with peace of mind, knowing your financial future is secure and well cared for. Our team of experienced Advisers offer a comprehensive range of services, including retirement planning, investment planning, tax planning, and financial protection. Using world-class financial resources, such as Voyant reports, we provide clear and detailed financial projections, empowering our clients to make informed decisions and plan for the future with clarity. Take the first step toward financial security. Contact us to discuss how we can assist you today. Clearwater Wealth Management represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved: 12/12/2024
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Clearwater Wealth Management has 69 employees across 6 departments.
Departments
Number of employees
Funding Data
Clearwater Wealth Management has never raised funding before.
Malaysia
Saudi Arabia
Germany
Frequently asked questions
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