Julian has been a Financial Planner for almost 40 years, specialising in retirement and inheritance tax planning. He started as a Financial Planner with Royal Life in June 1985, then became independent when financial services became regulated in 1988 and has remained independent ever since. He is a Chartered Financial Planner having enhanced his knowledge with additional qualifications in Taxation and Trusts, Long Term Care, Equity Release and Retirement Planning, amongst others.
Client relations are the best part of his job, with the satisfaction of seeing his clients achieve their financial aims, whether retiring as scheduled, setting their children up for the future or simply making the best use of the available tax breaks, being the best reward.
Outside of work Julian plays golf, rides a 1900cc motorcycle and enjoys scuba diving (but only in hot climates). He also helps his wife Vanessa with her charity fundraising, which fits well with his involvement in Freemasonry.
The Financial Conduct Authority does not regulate taxation or trusts