Jake Bartlett Email
Senior Partner | Financial Planning and Advice @ Clearwater Wealth Management
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Jake Bartlett Location
- United Kingdom
Jake Bartlett Work
- 2020 -now Senior Partner | Financial Planning and Advice @
- 2018 -2020 Senior @
- 2016 -2018 Senior @
- 2015 -2015 Assistant @
- 2015 -2015 Finance Assistant @
Jake Bartlett Education
- The Chartered Institute for Securities & Investment (The CISI)
- ICAEW
(ACA Chartered Accountant)
- University of the West of England
Bachelor of Arts (BA) (Accounting and Finance)
Jake Bartlett Summary
- Jake Bartlett, based in United Kingdom, is currently a Senior Partner | Financial Planning and Advice at Clearwater Wealth Management. Jake Bartlett brings experience from previous roles at EY, Bishop Fleming Chartered Accountants, PKF-Francis Clark Chartered accountants & business advisers and The Guinness Partnership. Jake Bartlett holds a The Chartered Institute for Securities & Investment (The CISI). Jake Bartlett has 1 emails on RocketReach.
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