Andrew Baird

Clearwater Wealth Management LLP helps families to better enjoy their lives by providing absolute peace of mind concerning their financial affairs. They bring clarity to the management and protection of wealth, and ensure that the pursuit of a fulfilling lifestyle is balanced by the need to prepare effectively for the future. They will work in partnership with client to create a bespoke wealth management strategy designed to achieve their key lifestyle objectives. They will provide discipline and focus throughout this process, and help client to understand the truth about their money and what it can do for client and their family. Their sophisticated financial modeling tools enable them to build a complete picture of client financial future, and take steps to strengthen and improve it. They can also demonstrate the financial implications for client family of major life events such as death or disability, and ensure that dealing with these eventualities has been provided for within client financial plan.