Julian is responsible for meeting with clients and providing both financial and wealth management advice.
Julian has worked in financial services for over 14 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 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 son in various sporting activities (mainly football). He also enjoys walking in the Lake District with his partner.
George is responsible for meeting with clients to provide wealth management advice.
George has worked in the financial services industry for over 12 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 to 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. In October of 2009 George was awarded with a Diploma in financial planning from the Chartered Institute of Insurance and he is currently studying towards the Advanced Diploma in financial planning.
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.