Having originally started life as a Mechanical Engineer, Julian began his financial services career in 1985 with Royal Life.
Since then Julian has, during a varied career, specialised in Mortgages, Equity Release, Long Term Care, Corporate Protection and spent some time in Kenya providing advice to ex-pats. Julian brings his 35 years of comprehensive financial services experience together with the attention to detail from his engineering background to his role, where he currently enjoys helping clients fulfil their retirement plans, and maximise their legacy with effective Inheritance Tax planning.
Julian joined Perspective in 2013 and took over as Director in 2015 where he heads an effective team of advisers and administrators dedicated to the financial wellbeing of our clients.
