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Team Members

Outside of work Julian enjoys a busy family life and is a keen water sports enthusiast.

Qualifications

  • Member of the Personal Finance Society by Diploma
  • Member of the Chartered Insurance Institute
  • Certified in Financial Planning by the Chartered Insurance Institute
  • Chartered Insurance Institute Accreditations in:
  • Taxation & Trusts (G10)
  • Long Term Care (CF8)
  • Lifetime Mortgage Activities (CF7)
  • Investment & Risk (CF2)
  • Mortgage Advice Qualification (MAQ)