0330 038 8938
Based in Amersham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2020
4.8 out of 5
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: 02 April 2025
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
8
Recent Client Reviews
Julia has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julia has received 8 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: 06 January 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.
4
Qualifications Uploaded
Julia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Julia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julia (based on 4 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)
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: 02 April 2025
Julia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Julia's status
8
Recent Client Reviews
Julia has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julia has received 8 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: 06 January 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.
4
Qualifications Uploaded
Julia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Julia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julia (based on 4 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)
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.
Offers available through VouchedFor
Contact Julia through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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).
About Julia's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Adviser Disclaimer
Succession Wealth is a trading style of Succession Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 588378. Succession Wealth Management Ltd is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth, PL6 5FL. Registered Number 07882611.