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Craig Heumann Email & Phone Number
Senior Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place
at
Clearwater Wealth Management
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✓ Verified May 2026
2 data sources
Profile completeness 86%
Current company
Role
Senior Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place
Location
United Kingdom, United Kingdom, United Kingdom
Company size
Who is Craig Heumann? Overview
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Quick answer
Craig Heumann is listed as Senior Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place at Clearwater Wealth Management, a company with 123 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Craig Heumann.
Craig Heumann previously worked as Senior Partner at Clearwater Wealth Management at St. James’S Place and Partner at Clearwater Wealth Management at St. James’S Place Wealth Management.
Company email context
Email format at Clearwater Wealth Management
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Clearwater Wealth Management
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Profile bio
About Craig Heumann
As a Senior 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 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.The value of your investment can go down as well as up. You could get back less than you invested.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. Partner is a marketing term to describe Clearwater Wealth Management Representatives.SJP Approved: 06/06/2024.
Listed skills include Management, Financial Services, Customer Service, Time Management, and 12 others.
Current workplace
Craig Heumann's current company
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Clearwater Wealth Management
5 roles
Craig Heumann work experience
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Senior Partner At Clearwater Wealth Management
Current
May 2023 - Present
Partner At Clearwater Wealth Management
Sep 2014 - May 2023
Team Manager
Nov 2012 - Mar 2014
Case Manager
Jul 2009 - Nov 2012
FAQ
Frequently asked questions about Craig Heumann
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What company does Craig Heumann work for?
Craig Heumann works for Clearwater Wealth Management.
What is Craig Heumann's role at Clearwater Wealth Management?
Craig Heumann is listed as Senior Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place at Clearwater Wealth Management.
Where is Craig Heumann based?
Craig Heumann is based in United Kingdom, United Kingdom, United Kingdom while working with Clearwater Wealth Management.
What companies has Craig Heumann worked for?
Craig Heumann has worked for Clearwater Wealth Management, St. James’S Place, St. James’S Place Wealth Management, Lloyds Banking Group, and Deloitte.
How can I contact Craig Heumann?
You can use AeroLeads to view verified contact signals for Craig Heumann at Clearwater Wealth Management, including work email, phone, and LinkedIn data when available.
What skills is Craig Heumann known for?
Craig Heumann is listed with skills including Management, Financial Services, Customer Service, Time Management, Finance, Team Management, Stakeholder Management, and Social Media.
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Craig Heumann
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