0330 038 8938
Based in Huddersfield
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FCA status: Certified by Firm
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
Last checked: 01 July 2025
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
23
Recent Client Reviews
Julia has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julia has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 14 July 2025
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.
Qualifications Uploaded
Julia has not yet added their qualifications to their profile
Qualifications not yet added
Julia has not yet added their qualifications to their profile
Transparent Fees
Julia has not yet added their fees to their profile
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Julia has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
Last checked: 01 July 2025
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
23
Recent Client Reviews
Julia has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julia has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 14 July 2025
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.
Qualifications Uploaded
Julia has not yet added their qualifications to their profile
Qualifications not yet added
Julia has not yet added their qualifications to their profile
Transparent Fees
Julia has not yet added their fees to their profile
Fees not yet added
Julia has not yet added their fees to their profile
Julia started her career in Financial Services in Shanghai, China, working as a wealth manager with expatriates in 2014. She joined Sandringham Financial Partners in 2024 after having gained extensive experience in financial planning by working with Wesleyan and Investec Wealth & Investment in the UK. Holding a master’s degree in International & European Business Law from University of Leeds, Julia continued to pursue her professional qualifications with both the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investments (CISI). She holds Chartered Financial Planner status with the CII. Being passionate about providing her clients with sound advice and outstanding service, Julia aims to work with you in an honest and transparent manner. She enjoys getting to know her clients on a deeper level in order to help them with achieving their desired financial goals and objectives. Julia can help with anyone in the UK and offers advice around Savings and Investments, Pensions including Retirement Planning, Personal Protection, Mortgages, and Estate Planning. Outside of work, Julia enjoys travelling and learning about different cultures. She’s also passionate about scuba diving, and the marine life whilst keeping herself active by running and playing tennis regularly.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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