Julia Keith

Julia Keith

Succession Wealth

Minimum savings/pensions: Over £250,000

0330 038 8938
Based in Amersham
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Verified since: July, 2020
4.8 out of 5

58 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 02 September 2026

    Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Julia has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

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  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Julia

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julia (based on 4 first impressions)

About

I have over 20 years’ experience in the financial services industry and always had the ambition to become a Financial Planner. I hold the Diploma in Financial Planning as well as the specialist SOLLA Accreditation. I am also studying for my Certified Financial Planner qualification . I specialise in Later Life planning, primarily Equity Release and Long Term Care. I enjoy working with clients to help them establish their lifestyle goals, particularly using cashflow planning. I love spending my free time with my family, particularly my two daughters.