BackJulian Gilbert
Founder and 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
- Joined Canada Life in 1999, where his love of financial services began
- Established Wealth Matters in 2001 after setting up a mortgage brokerage firm
- Became a financial planner in 2005 and started working on a fee basis from that point onwards
- Obtained the prestigious Certified Financial Planner professional qualification in 2012
- Qualified as a Chartered Wealth Manager in 2016
- In 2020 passed his STEP Certificate for Financial Services – Trusts and Estate Planning with a distinction
- Outside interests include football, cricket, scuba diving, cycling, music, travel and spending time with 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 (Distinction)
Telephone: 01582 720511
Email: julian@wealth-matters.co.uk
