Julian Gilbert
Director & Financial planner
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T: 01582 720511 E: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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Julian established Wealth Matters in 2001 and is very much a driving force behind the company. After getting a top level business degree from Aston University, his working life started out as a sales manager for two aerial photography companies, one in Hertfordshire and the second later in Sydney, Australia; however, he planted his feet firmly on the ground in 1999 when he joined Canada Life and his love of financial services began. He became an independent financial adviser in 2001 and a financial planner in 2005.
Julian’s interests include football, cricket, scuba diving, golf, music and travel.
I genuinely love helping clients achieve true financial freedom – getting them to step away from the detail and making them think about what they want to achieve for themselves and their families – it changes people’s lives."
Julian’s financial qualifications
- 2011: Studying towards CFP
- 2009: Achieved Diploma in Financial Planning from the CII
- 2008: passed J02 Trusts Exam
- 2008: passed J01 Taxation Exam
- 2006: passed G60 Pensions Exam, authorising individuals to advise on Occupational Pensions
- 2003: passed SV1, Savings and Investment exam (half credit towards the Advanced Financial Planning Certificate)
- 2000: Certificate in Mortgage Advice & Practice (CEMAP) pass with merit
- 1999-2000: Certificate for Financial Advisers (CEFA) parts 1, 2, and 3 (Fully qualified financial adviser)
