About Julian
I joined the company as part of the acquisition of Punter Southall Wealth in 2022. My day-to-day role involves running predominantly private client discretionary investment portfolios, including general investment accounts, ISAs, and SIPPs for a variety of clients most of whom are direct clients together with some introduced via intermediaries.
I am a Chartered Fellow of the CISI and have over 40 years’ experience in the private client asset management industry.