Julie Robertson
Advanced Diploma in Financial Advice
I am passionate about creating a bespoke financial plan that can be adaptable to an every changing world and personal circumstances. I work closely with clients to help ensure they have the best plan in place for their financial goals.
My biggest achievement in my career so far is the relationships that I have made, sustained and maintained for such longevity and in some cases over twenty plus years.
About
With over 20 years experience in financial services I have an understanding of the importance of providing clients with clear honest advice in every aspect of financial planning. I provide a wide range of services whether you are looking to grow, protect or preserver your wealth
I enjoy meeting new clients and looking after existing clients. I have grown my business over the years through great client relationships. My focus is to help all clients no matter what their financial needs are and help support them through their financial journey.
Over the years I have worked very closely with various industrial sectors and business owners to name but a few, accountants, lawyers, Construction, healthcare, finance and many more.
When I am not working I love nothing more than spending time with my family and being outdoor with my dogs.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
