Kingsbridge Wealth Management is a dynamic business with the innovation and adaptability of a small firm whilst offering the expertise and trust often associated with larger firms. We are a business built on integrity, experience and knowledge.
We work with many clients and their families who have complex financial situations, particularly with regard to retirement and estate planning challenges faced by high net worth clients.
Julian has been involved in the Financial Services industry since 1988, during which time he has held senior positions in some of the industry’s most progressive financial institutions, the most recent of which involved establishing and running the financial planning business at one of the country’s leading private client investment management firms. He now offers personalised wealth advice via an independent company, with the primary objective of delivering a tailored and efficient service to clients by using ‘best of breed’ products and services. Julian holds the coveted Chartered Financial Planner status and, as such, operates within an elite group at the forefront of the profession.
What Clients Say:
Your service has been faultless and I have enjoyed dealing with you – as someone who could make the complex comprehensible
Kingsbridge Wealth Management ‘lifted the fog’ on the maze of pension options I had. They really know their subject and my family and I are comforted by the fact they are on hand to help and guide us on our pensions and investments in the years to come
I have been hugely impressed by the breadth of capability in financial planning demonstrated by Kingsbridge, but also the focus on attention to detail and customer care. It’s rare in today’s competitive market that one firm is able to deliver on all of these aspects