Since 2002 I have worked within the financial services industry originally with Openwork, Zurich, coming across to St. James's Place Wealth Management in 2012.
In line with my professional background, I have focussed on developing specialist knowledge within this industry and I am fully qualified in Trusts* and Estate Planning. As a representative of St. James's Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax planning and Retirement Strategies.
Fundamentally I see my approach as holistic, ensuring we cover every important aspect of your financial planning, as no individuals need or financial goals are ever the same. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
*Trusts are not regulated by the Financial Conduct Authority.
I have been part of St. Jamesís Wealth Management since 2012 working alongside my father in our practice Calver Wealth Management.
We strongly believe in succession planning and helping all generations within a family. Having two generations within our own business, this helps us relate to and understand our clientís needs to a greater level.
I work closely with young professionals and sports professionals including Cricketers, Rugby players and Footballers. We also work closely with British Eventing providing Equestrian Specialist financial advice to riders and owners and we are now the official sponsors of the British Eventing 2* league.
We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. We build our business solely on personal introductions and recommendations and feel that the growth in our business over the years may be seen as a reflection of the service we provide and satisfaction of our clients.
In my spare time I enjoy playing netball at county level, riding horses and spending time with my family.
Julie joined Calver Wealth Management in 2013, prior to this Julie worked at HSBC and has over 10 years of financial services experience behind her.
In her current role she provides PA support to Steve, has an eye for detail and a passion for excellent customer service. Her role involves client preparation, submitting daily business and providing specialised document production for clients and the practice.
Julie is an extremely valued member of the team who enjoys spending time with her family and her dog Rosco.