Jake Bartlett Aca Email & Phone Number

I provide complete and holistic financial planning services to high income individuals, helping them to achieve their financial goals with tax-efficiency and planning at the forefront. My client base includes Partners, Managing Directors, Senior Executives, Entrepreneurs and Business Owners. My role is to help clients identify their financial goals, and then create, implement, and manage a plan for achieving these goals. Through building a close working relationship with each of my clients, I understand the individual and specific needs of each, and can provide high quality, bespoke advice.I aim to provide a service that exceeds expectations, and do this through focus on my core values:- Engagement - clear and proactive communication with my clients, being available whenever needed - Integrity - honesty and trust are central to all my client relationships; I will always do the right thing by my clients.- Competency / Knowledge - continuing to update my knowledge and skills to adapt to our ever-changing financial environment.- Growth - in all aspects - building relationships, seeking innovation, continuous improvement - Achievement - realising and exceeding client goals - adjusting, regulating, and fine-tuning the approach to do thisClearwater 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' is a marketing term used to describe Clearwater Wealth Management representatives.SJP Approved 26/06/2024

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 11 others.