Mo Habibi CWM

As a Partner of Clearwater Wealth Management, I provide financial planning services to professionals, business owners and entrepreneurs across a wide range of industries. My focus is to help clients reach financial independence with bespoke investment planning and savings advice, in combination with tax, retirement planning and protection planning. Please contact me if you would like to arrange an no obligation introductory meeting. 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). 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's a marketing term used to describe Clearwater Wealth Management representatives.