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Adam has been a Financial Adviser for almost 30 years in Financial Services and during that time was also in a senior management role with a major multinational. He set Clearwater Financial up in 2005 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.
Company address: Clearwater Financial Ltd, 6-7 Southernhay West , Exeter, Devon, EX1 1JG
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 information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Wealth Limited and of Quilter Mortgage Planning Limited 22/01/2024.
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