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Julian Gilbert
Director

Certified Financial Planner
Chartered Wealth Manager

“I genuinely love helping clients achieve true financial freedom. Getting them to step away from detail and making them think about what they want to achieve for themselves and their families. It changes people’s lives.”

Profile
  • Julian graduated with a top-level business degree from Aston University
  • He joined Canada Life in 1999, where his love of financial services began
  • Julian established Wealth Matters in 2001, after setting up a mortgage brokerage firm
  • He became a financial planner in 2005 and started working on a fee basis from that point onwards
  • Julian obtained the prestigious Certified Financial Planner professional qualification in 2012
  •  He qualified as a Chartered Wealth Manager in 2016
  • In 2020 Julian passed his STEP certificate for Financial Services –  Trusts and Estate planning with a distinction
  • Julian’s outside interests include football, cricket, scuba diving, cycling, music, travel and his family

 

Financial Qualifications
  • Certified Financial Planner
  • Chartered Wealth Manager
  • Diploma in Financial Planning
  • CII J02 Trust Qualification
  • STEP Certificate for Financial Services, Trusts and Estate Planning with Distinction

 

Telephone: 01582 720511

Email: julian@wealth-matters.co.uk

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