Who we are

Julian Palmer

Managing Director

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:

Timely, professional and flexible advice.