Julian is responsible for meeting with clients and providing both financial and wealth management advice.
Julian has worked in financial services for over 18 years since leaving university and he has devoted his working life in the pursuit of helping others make the most of their finances and realise their financial goals.
During this time he has undertaken a significant number of qualifications and has achieved Diploma status in financial planning awarded by the Chartered Institute of Insurance. Julian is currently studying towards becoming a Chartered Financial Planner, which is one of the highest qualifications that exists in his field.
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 wife.
George is responsible for meeting with clients to provide wealth management advice.
George has worked in the financial services industry for over 18 years, in this time he has worked for major financial institutions such as Legal & General, Lloyds Banking Group and Skipton Building Society.
George is committed to helping clients maximise the wealth that they have worked hard to accumulate and he is passionate about helping them make the right investment choices.
Before working in financial services, George gained A-Levels in Economics and Business Studies, followed by a BA hons degree in Marketing and Business. George is currently studying towards becoming a Chartered Financial Planner, which is one of the highest qualifications that exists in his field.
George lives with his wife Cheryl and their son Ben. Out of work, the family enjoys swimming and watching Ben play football for his local team.
Helen’s career began at the University of Manchester where she spent 25 years in senior administrative and support roles connected with international scientific and technological research management, with a strong focus on the offshore oil and gas industry.
In 2007, Helen took the decision to leave her position and establish herself as a Virtual PA. She set up PA-as-you-go.com and worked in a consultative capacity with a variety of clients to build and develop their businesses. These clients included financial services, recruitment consultancy, legal firms, a magician and a dating agency!
Helen went on to become the full time Practice Manager for one of her financial services clients and played a key role in establishing and developing the support infrastructure and client liaison operations. She subsequently joined Hunt Minas in Bury and is looking forward to using her vast array of experience to help raise the profile of the Practice within the local business community.
When she’s not working, Helen enjoys dancing and spending time walking her dog in her local countryside.