Julie Hannon
APFS, BA
Having many years of experience in the industry, I fully understand how important it is for clients to have a bespoke financial plan and reviewing this on a regular basis. We know only too well however, we can make a plan and then life can throw us a curve ball. Being there for my clients when they need me the most is just as important as having a good financial plan in place.
As a Chartered Financial Planner, I will work with you towards achieving your financial goals and plans which includes the following:
- Protecting you are your family – this will always be top of the list when it comes to priorities.
- Tax efficient investment planning
- Retirement planning
- Business planning
About
I live just outside Edinburgh with my husband Derek and our 2 children, Lucy and Josh, and our dog Meg. Weekends are mainly spent being a netball / football Mum and also enjoying some downtime with family and friends.
Outside of work, I love keeping fit playing netball with my local club, Ferry Flyers, and going to the gym. I am also a coach for the junior team and I love seeing the kids grow not only in ability but confidence as well.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
