Julie Speed
Dip PFS, CII
Financial advice should be available to all, whatever stage of life you are at, be it just starting your career or own business, or starting a family through to retirement planning or passing on your wealth to your loved ones. We pride ourselves on really get to know our clients' and understand to help make better more informed choices and provide a strategy to work towards
Having a combined total of almost 70 years experience, Julie Speed Financial Planning, (JSFPL) objective is to ensure we deliver high levels of service in a safe environment for the benefit of our valued clients. By having regular review meetings, this helps keep clients on track and focused on their longer term goals and priorities and peace of mind.
About
With almost three decades working in Financial Services, taken on two wonderful stepchildren over 20 years ago, and putting her career on hold to raise her son with her husband, she understands the nuances of blended families and the importance of protecting loved ones and financial planning for all eventualities and situations.
A Norfolk girl at heart, Julie has been an Adviser within SJP for almost 4 years and is passionate that financial advice should be available for all and making it simple to avoid jargon. Having built up a group of clients, she decided to go ahead with her own personal goal and set up Julie Speed Financial Planning. This enables her to continue to support and pass on knowledge of financial services, while creating a bespoke tax efficient strategy for clients, their families, and their business.
Addresses
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.
