Jake Barlett

Jake Bartlett is a Senior Partner at Clearwater Wealth Management and a non-practising Chartered Accountant with nearly a decade of experience in financial services. His journey began at one of the world’s largest accounting firms, where he built his analytical foundation before moving into financial advice to work more closely with individuals and families.

Jake takes a different approach to financial planning—one grounded in practical, lifelong strategy. Through a structured three-meeting process and the use of advanced financial modelling software, Jake offers clients tailored financial plans that are detailed, realistic, and focused on long-term success. His style is collaborative, taking time to deeply understand a client’s financial life before offering any recommendations.

Jake supports clients in all areas of financial planning including retirement planning, investment strategy, estate planning, tax efficiency, and wealth protection. Whether someone is asking, “Can I retire early?” or “What’s the most tax-efficient way to pass on wealth?”, Jake builds clarity and confidence into their decision-making.

Clients frequently comment on his professionalism, proactivity, and the peace of mind his advice brings:

“There’s life before Jake and life after Jake… his support gives us peace of mind and allows us to dream.”

Jake believes the true value of advice lies not just in the initial plan, but in ongoing support—continually adjusting to ensure clients stay on track.

Outside of work, Jake is based in the City of London and works with clients across the UK.