Chartered Insurance Institute
Chartered Financial Planner
Nottingham
Throughout his career, Julian has advised a diverse range of high net worth clients on their finances. Julian has over 28 years’ experience in the financial services industry. He is a Chartered Financial Planner and a member of the Chartered Insurance Institute. In particular Julian works well with complex cases of business succession planning where both tax and protection of assets are key.
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Adrian Lewis
Gordon Campbell
