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Peter Winstanley Cfp™ Email & Phone Number
Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place
at
Clearwater Wealth Management
1 work email found
@goldmansachs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place
Location
London, England, United Kingdom
Company size
Who is Peter Winstanley Cfp™? Overview
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Quick answer
Peter Winstanley Cfp™ is listed as Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place at Clearwater Wealth Management, a company with 123 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at goldmansachs.com and a matched LinkedIn profile for Peter Winstanley Cfp™.
Peter Winstanley Cfp™ previously worked as Managing Partner - Clearwater Wealth Management at St. James’S Place Wealth Management and Executive Director - Private Wealth Management at Goldman Sachs. Peter Winstanley Cfp™ holds Certified Financial Planner™ & Chartered Wealth Manager from The Chartered Institute For Securities & Investment (The Cisi).
Company email context
Email format at Clearwater Wealth Management
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*@goldmansachs.com
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AeroLeads found 1 current-domain work email signal for Peter Winstanley Cfp™. Compare company email patterns before reaching out.
Profile bio
About Peter Winstanley Cfp™
As a Managing Partner of Clearwater Wealth Management, I provide financial planning services to professionals, business owners and entrepreneurs across a wide range of industries. 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' is a marketing term used to describe Clearwater Wealth Management representatives.SJP Approved 06/12/2024
Listed skills include Leadership, Equities, Microsoft Office, Management, and 10 others.
Current workplace
Peter Winstanley Cfp™'s current company
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Clearwater Wealth Management
5 roles
Peter Winstanley Cfp™ work experience
A career timeline built from the work history available for this profile.
Managing Partner - Clearwater Wealth Management
CurrentAs Head of Advisory at Clearwater Wealth Management, Principal Partner Practice of St. James's Place Wealth Management, I focus on providing holistic financial planning advice to professionals, business owners and entrepreneurs across many industries. I take pride in building and maintaining long-term trusted relationships with clients by providing.
Dec 2016 - Present
Executive Director - Private Wealth Management
Feb 2010 - Feb 2017
Risk Executive In Ca Bank
Jul 2009 - Feb 2010
Equity Sales
Jan 2008 - Feb 2008
5 education records
Peter Winstanley Cfp™ education
Certified Financial Planner™ & Chartered Wealth Manager
Chartered Fellow
Masters (Ma), Corporate Strategy & Governance, 1St - Distinction, Academic Award - Best Overall Performing Student
Bachelor Of Arts (Ba)
A-Level, Scholar - The Rank Foundation
Kings School Worcester
FAQ
Frequently asked questions about Peter Winstanley Cfp™
Quick answers generated from the profile data available on this page.
What company does Peter Winstanley Cfp™ work for?
Peter Winstanley Cfp™ works for Clearwater Wealth Management.
What is Peter Winstanley Cfp™'s role at Clearwater Wealth Management?
Peter Winstanley Cfp™ is listed as Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place at Clearwater Wealth Management.
What is Peter Winstanley Cfp™'s email address?
AeroLeads has found 1 work email signal at @goldmansachs.com for Peter Winstanley Cfp™ at Clearwater Wealth Management.
Where is Peter Winstanley Cfp™ based?
Peter Winstanley Cfp™ is based in London, England, United Kingdom while working with Clearwater Wealth Management.
What companies has Peter Winstanley Cfp™ worked for?
Peter Winstanley Cfp™ has worked for Clearwater Wealth Management, St. James’S Place Wealth Management, Goldman Sachs, Crown Agents, and Investec.
How can I contact Peter Winstanley Cfp™?
You can use AeroLeads to view verified contact signals for Peter Winstanley Cfp™ at Clearwater Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Winstanley Cfp™ attend?
Peter Winstanley Cfp™ holds Certified Financial Planner™ & Chartered Wealth Manager from The Chartered Institute For Securities & Investment (The Cisi).
What skills is Peter Winstanley Cfp™ known for?
Peter Winstanley Cfp™ is listed with skills including Leadership, Equities, Microsoft Office, Management, Investment Banking, Project Management, Banking, and Risk Management.
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