Clearwater Wealth Management - London

Clearwater Wealth Management, located at Tower - 7th Floor, Clearwater Wealth Management, City, 40 Basinghall St, London EC2V 5DE, is a renowned financial planning firm. They are experts in helping individuals and businesses manage their finances and achieve their financial goals. You can contact them at [Telephone number].

Their website, clearwaterwm.co.uk, provides a wealth of information about their services and team. They specialize in financial planning, offering personalized advice and solutions to meet each client's unique needs.

Clearwater Wealth Management is committed to accessibility and inclusivity. Their facilities are wheelchair-accessible, with a car park, entrance, and toilet available for those with mobility needs. Appointments are required, so be sure to schedule a consultation in advance.

The company has received high praise from clients, with an average rating of 4/5 based on 3 reviews on Google My Business. Reviews highlight their expertise, professionalism, and personalized approach to financial planning.

Reviews of Clearwater Wealth Management

tony foreman

5/5

Really helped me make sense and consolidate my numerous pensions, really switched on advice, clear and concise, helping me find the right vehicles to find the best options to make/save money. My advisor is attentive without being pushy and checks in on a regular basis..

Luke M

2/5

Helpful up until the point when I made it clear that I wanted to take an initially cautious investment approach rather than giving them access to all my money up front. Then things went silent and I stopped receiving responses. Decided that I was better off managing my money myself in the end.

Tony Vine

5/5

So far so good very friendly and helpful