Samuel Baptiste Email & Phone Number

I have worked in the financial industry for over 22 years and my success and experience has helped me to better understand the needs and goals of my clients.Every client’s needs are different and with this in mind it is essential to build bespoke financial plans which are regularly reviewed and continually updated to cater for the changing needs and goals of the individual.As an adviser, I provide a wide range of wealth management services to individuals and businesses. My emphasis is on maintaining a strong, long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over time.My areas of speciality:• Working with Buiness Owners• Advanced Tax and Investment Planning• Trust and Estate Planning• Access to Private client Banking• Offshore investment Planning and Trusts• Specialist Mortgage servicesYour home may be repossessed if you do not keep up repayments in your mortgage. Trusts are not regulated by the Financial Conduct Authority. 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: 03/05/2023

Listed skills include Wealth Management, Strategic Financial Planning, Investments, Retirement Planning, and 40 others.

• 

  The London Institute Of Banking & Finance

  Financial Planning And Services