Julian is responsible for meeting with clients and providing both financial planning and wealth management advice.
Julian has worked in financial services for over 20 years since leaving university and he has devoted his working life in the pursuit of helping others to make the most of their finances and to realise their financial goals, providing both private and business clients with bespoke advice based on their individual needs.
During this time he has undertaken a significant number of qualifications. Julian was awarded the title of Chartered Financial Planner which means he is highly qualified, reputable and capable of providing high quality advice with the utmost integrity. His next step is to achieve Fellowship.
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.
George is responsible for meeting with private and business clients to provide wealth management advice and he is committed to helping them maximise their potential by helping them make the right investment choices.
George gained A-Levels in Economics and Business Studies, followed by a BA hons degree in Marketing and Business and he has now spent over 20 years in the financial services industry. In this time he has gained valuable experience in major financial institutions such as Legal & General, Lloyds Banking Group and Skipton Building Society.
With a strong emphasis on personal development, George has recently achieved Chartered Financial Planner status, a qualification that places him at the pinnacle of the financial planning profession. He is now studying towards Fellowship, the highest qualification awarded by the Chartered Insurance Institute.
George lives with his wife Cheryl and their son Ben. Out of work, the family enjoys going for walks in the local countryside and keeping fit at the local gym.
Daimon is a Financial Planning Professional providing wealth management solutions to individuals, business owners and corporate executives. Focusing on;
Daimons' clients include:
Prior to joining Hunt Minas, Daimon started his financial services career in 1994 and has also gained a wealth of experience as Director of a Lifestyle Management & Corporate Concierge company providing service to busy executives and directors, celebrities and sports professionals.
Daimon lives in the Cheshire village of Culcheth with his wife Nicola and two children. He enjoys attending Rugby training and Sunday matches watching his two boys developing their skills, passion and confidence.
Daimon has a love for dogs and in the winter months he enjoys training his working Siberian Huskies and competing at Sled Dog Races.
If you would like an informal chat with no obligation, please feel free to connect us.
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.