Julie Speed

After working for over 23 years in financial services industry working closely in relationship management, I am delighted be able to use my Financial Planning knowledge and life experience as a mum to work with clients to help create your financial plans. With first hand knowledge, no two families or clients are ever the same so it's vital to agree a bespoke plan tailored to meet your individual needs, and with regular reviews to maintain that trusted relationship. Helping with knowledge led decisions to plan for your future with savings, investment or retirement planning, inheritance tax solutions or protection to keep your family safe. Our meetings will ensure you can deal with the changes life throws your way that could disrupt your plans and think about the long term for preserving assets for inter generational wealth for your family. Keeping on-top of ongoing changes to tax allowances and legislative changes can be difficult which is why having a trusted adviser to help guide you through life for the medium to long term will take the strain away. To work together to plan your future, get in touch so we can discuss your future goals and what look like, I can't wait to work with you. With the support of St. James’s Place Wealth Management Group you I have access to over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants. I provide a comprehensive wealth management and financial planning service to both private and commercial clients. The value of your investments can go down as well as up. You could get back less thank you invested. The Partner Practice is an Appointed Representative of an represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The St James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 16/12/2022 The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 16/12/2022