James Brackenbury

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.