Julian is responsible for meeting with clients and providing both financial planning and wealth management advice. He has worked in financial services for over 20 years since leaving university and has devoted his working life to helping others make the most of their finances and realise their financial goals, providing both private and business clients with bespoke advice based on their individual needs.
During this career, Julian has undertaken a significant number of qualifications. Julian was awarded the title of Chartered Financial Planner and continued his studies to become Fellow, which means he is highly qualified, reputable and capable of providing high-quality advice with the utmost integrity.
Prior to being invited to join the prestigious St. James's Place Wealth Management, Julian has had a very successful career with some of the most recognised high street banks and building societies in the UK, gaining valuable experience along the way.
Outside of his working life, Julian spends time with his sons in various sporting activities (mainly football). He also enjoys going to the gym and walking in the Lake District with his family.
I have known Julian for some years and he has always given me trustworthy advice. He is a friendly and helpful adviser and I would recommend him to anyone unsure of their financial planning.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.