The team

Meet our team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

Adam TuckerFinancial Adviser

Adam has been a Financial Adviser almost 30 years and during that time was also in a senior management role with a major multinational. He set Clearwater Financial  up in 2009 with one objective being to provide clarity to clients and now specialises in advising private clients dealing mostly with investment and wealth management, retirement and Inheritance tax planning. In addition he carries out a few duties on a voluntary basis for Surfing England.

Samuel MillerMortgage & Protection Adviser

Sam is a fully qualified mortgage and protection adviser and has over 10 years of experience in the financial industry. Sam takes pride in making sure all his clients receive the best advice to suit their needs, whether this be helping them to buy a new home, remortgaging, enabling them to invest in property or advising them to protect themselves and their family against loss of income or in the event of a death or critical illness. He is a thoroughly dedicated individual and is always happy to go above and beyond as a part of his service.
Sam also works as a paraplanner and is progressing to become a fully independent financial adviser.

Sam enjoys many things away from work but none more so than spending time with his Wife, family and friends.  He is also a keen sportsman and enjoys playing rugby and tennis.

E: sammiller@clearwaterfinancial.co.uk T: 01392 251004

Company address: Clearwater Financial Ltd, 6-7 Southernhay West , Exeter, Devon, EX1 1JG

T: 01392 251004 E: atucker@clearwaterfinancial.co.uk

Clearwater Financial Limited: Registered in England & Wales, No. 05437119. Registered Office: 6 Southernhay West, Exeter, EX1 1JG

Clearwater Financial Limited is an appointed representative of Quilter Wealth Limited and of Quilter Mortgage Planning Limited, who are authorised and regulated by the Financial Conduct Authority.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

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