James Brackenbury

What is your average day like:
I kick off with market updates over coffee, meet clients to craft strategies, review portfolios, collaborate on tax and retirement plans, refine advice, and unwind networking over drinks, of a good move.
What do you like most about your job?
Engaging with people I would never normally have the opportunity to and then being able to make a difference
How long have you worked in Financial Services
I have worked in financial services for over 3 years, working in a support role prior to establishing my own business
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What James' Clients Have to Say

5 stat review
Martin
James always puts your needs first with patient, clear explanations—no pressure, just support.
5 stat review
Sola
He truly gets your goals, breaks down complex topics simply, and fosters a positive, safe space.
5 stat review
M. Wu
Working with James is a joy—he listens deeply, explains the “why,” and teams up for top results.
5 stat review
Ayo
James’s guidance is priceless—he ensures you grasp every detail at your own pace. Highly recommend!
5 stat review
Sola
His financial planning expertise shines in every clear, practical tip; he’s approachable and insightful.
These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or  otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

I bring over three years of experience in financial services—and a background in client support—into every conversation I have. As an Associate Partner at Clearwater Wealth Management, I specialise in helping professionals, business owners, and entrepreneurs transform complex financial concepts into tailored strategies that fit their unique goals. Whether it’s crafting bespoke investment portfolios or refining tax and retirement plans, my mission is always the same: to guide you toward genuine financial independence.

My approach is rooted in collaboration and transparency. I pride myself on truly listening—so I can understand not just where you are today but where you want to be tomorrow. By breaking down every recommendation into clear, actionable steps, I empower you to make informed decisions with confidence. From protection planning to drawdown strategies, I’ll be by your side explaining the “why” as well as the “how,” ensuring you feel fully supported throughout our journey.

Beyond the numbers, I believe the best outcomes come from relationships built on trust. I’m passionate about forging long-term partnerships, celebrating milestones with you, and adapting your plan as life evolves—whether that means adjusting to new career opportunities, family changes, or market shifts. My commitment is to be a reliable resource you can call on at every stage, so you never feel alone when navigating sensitive financial decisions.

If you’re ready to take the next step toward securing your financial future, let’s start with a no-obligation introductory meeting. Together, we’ll explore what financial independence means for you—and map out a clear, personalised path to get there.

Meet with James

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