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Monday, January 05, 2009 Our People » Julian Gilbert - Resume - Wealth Matters

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Julian Gilbert

Julian Gilbert

 

Personal Details


Born in 1968. I have lived in Hertfordshire all my life, apart from university, and two years spent in Australia (1997-99).


Qualifications


Education


1991: 2 (i) Degree in Business Administration, from Aston University, Birmingham (1987-91).


Financial Services


1999-2000: Certificate for Financial Advisers (CEFA) parts 1, 2, and 3 (Fully qualified financial adviser).
2000: Certificate in Mortgage Advice & Practice (CEMAP) Pass with merit.

2001: Authorised to conduct business as an Independent Financial Adviser.

2002: Approved as a competent Independent Financial Adviser.

2002: Passed all continuous assessments authorising individuals to operate as an Independent Financial Adviser.

2003: Passed Savings and Investment exam (half credit towards the Advanced Financial Planning Certificate)

2006: Passed G60 Pensions Exam, authorising individuals to advise on Occupational Pensions
2008: Passed J01 Taxation Exam
2008: Passed J02 Trust Exam


Previous Experience


Joined Canada Life in July 1999. Set up The Mortgage Professionals Ltd, our former brand name for mortgages, in October 1999. Became an Independent Financial Adviser in April 2001. Set up Wealth Matters in December 2001. Started working as a Financial Planner from January 2005. Prior to this I was working for Above Australia, an aerial photography company based in Sydney, Australia. I started my career working for Airpic Ltd, an aerial photography company that worked pre-dominantly with students and graduates.


My experience


I have a strong overall understanding of the financial services industry. I advise my clients on all financial matters, including pensions, trusts, investments, savings plans, tax planning and Inheritance Tax. Although I have a good generic knowledge, the areas where I have specialist knowledge are creating Financial Plans for clients, pension planning and investments. In addition, I have access to specialist professionals in related industries. Clients come from both the individual and corporate market, most of whom were obtained through personal recommendations or introductions.


Interests


Football, cricket, marathon running, scuba diving, golf, music and travel.

....because Wealth Matters


The Financial Services Authority does not regulate Will writing, school fees planning, taxation and trust advice, and some aspects of buy to let mortgages, overseas mortgages and commercial mortgages.

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