Peter Winstanley Cfp™

Peter Winstanley Cfp™ Email and Phone Number

Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place @ Clearwater Wealth Management
London, GB
Peter Winstanley Cfp™'s Location
London, England, United Kingdom, United Kingdom
Peter Winstanley Cfp™'s Contact Details

Peter Winstanley Cfp™ work email

Peter Winstanley Cfp™ personal email

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

Peter Winstanley Cfp™'s Current Company Details
Clearwater Wealth Management

Clearwater Wealth Management

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Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place
London, GB
Website:
clearwaterwm.co.uk
Employees:
123
Peter Winstanley Cfp™ Work Experience Details
  • Clearwater Wealth Management
    Managing Partner At Clearwater Wealth Management, Principal Partner Practice Of St. James'S Place
    Clearwater Wealth Management
    London, Gb
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  • St. James’S Place Wealth Management
    Managing Partner - Clearwater Wealth Management
    St. James’S Place Wealth Management Dec 2016 - Present
    London, United Kingdom
    As 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 tailored financial advice to assist them in achieving complete financial independence and security. I am a Certified Financial Planner™ and Chartered Wealth Manager with the Chartered Institute for Securities & Investments (CISI).
    View
  • Goldman Sachs
    Executive Director - Private Wealth Management
    Goldman Sachs Feb 2010 - Feb 2017
    View
  • Crown Agents
    Risk Executive In Ca Bank
    Crown Agents Jul 2009 - Feb 2010
    London, United Kingdom
    View
  • Investec
    Equity Sales
    Investec Jan 2008 - Feb 2008
    London, United Kingdom
    View

Peter Winstanley Cfp™ Skills

Leadership Equities Microsoft Office Management Investment Banking Project Management Banking Risk Management Investments Team Leadership Finance Financial Analysis Financial Services Wealth Management

Peter Winstanley Cfp™ Education Details

Frequently Asked Questions about Peter Winstanley Cfp™

What company does Peter Winstanley Cfp™ work for?

Peter Winstanley Cfp™ works for Clearwater Wealth Management

What is Peter Winstanley Cfp™'s role at the current company?

Peter Winstanley Cfp™'s current role is Managing Partner at Clearwater Wealth Management, Principal Partner Practice of St. James's Place.

What is Peter Winstanley Cfp™'s email address?

Peter Winstanley Cfp™'s email address is pe****@****chs.com

What schools did Peter Winstanley Cfp™ attend?

Peter Winstanley Cfp™ attended The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi), Nottingham University, Nottingham University, Kings School Worcester.

What are some of Peter Winstanley Cfp™'s interests?

Peter Winstanley Cfp™ has interest in Skiing, Rugby, Skydiving, Cricket, Cycling, Shooting, Golf, Travel, Triathlon.

What skills is Peter Winstanley Cfp™ known for?

Peter Winstanley Cfp™ has skills like Leadership, Equities, Microsoft Office, Management, Investment Banking, Project Management, Banking, Risk Management, Investments, Team Leadership, Finance, Financial Analysis.

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