Julian Mobsby
EFA, DipPFS, DipCAM, DipISP, CertCII
I provide quality financial planning for individuals and businesses ranging from early saving and investing through to retirement and succession planning. The nature of my business lends itself to a sympathetic approach for the wary and sceptical but also embraces wealth management for the more experienced investor. I am passionate about responsible investing.
Originally pursuing a career in sales, marketing and communication, I transferred into financial services and qualified as a stockbroker in 2009. With this experience and knowledge, I moved into wealth advice and now specialise in holistic financial planning. Over the last 17 years, I have worked with clients at all levels to achieve clear, realistic and achievable objectives including ensuring financial security should the unthinkable happen.
Addresses
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The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
