ARE YOUR MONEY INSTINCTS FIT FOR SURVIVAL?
Take the scorecard to find out how strong your money instincts are & how ready you are for the financial jungle of life.
We're a leading Practice at the award winning St. James's Place Wealth Management
YOUR LION
EARNING YOUR MONEY
Looking at how you generate your income or income streams as well as analysing the attitudes and mindset you have towards earning money.
YOUR SQUIRREL
SAVING & INVESTING YOUR MONEY
Reviewing what you do with the funds you have which aren't allocated to living expenses, taxes or general spending, and how they're bolstering your wealth.
YOUR TORTOISE
PROTECTING WHAT YOU HAVE
Taking a look at how you're protecting yourself and your family from unnecessary and unpleasant financial liabilities.
YOUR EAGLE
KNOWING WHERE YOU'RE HEADED
Zooming out to see the big picture of what you expect your wealth will ultimately add up to, aiming for a stress-free retirement.
Not having clarity around your financial trajectory - what you earn, how you earn, where you invest and ways to protect your money is like driving a car without watching the road - it's bound to end badly sooner or later.
We created the Wealth Clarity Scorecard to rapidly get both of your eyes on the road and your hands firmly grasping the wheel.
MARTIN RASHDI, MANAGING PARTNER
Clearwater Wealth Management is an Appointed Representative of and 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/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
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