Julian Gilbert

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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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