Julian C E Morgan

Julian C E Morgan Email and Phone Number

Managing Director @ Fleet Street Wealth | Wealth Management @ Fleet Street Wealth
london, england, united kingdom
Julian C E Morgan's Location
Greater London, England, United Kingdom, United Kingdom
About Julian C E Morgan

I have over 30 years of experience in the financial services profession, specializing in wealth management for legal professionals. I am the Managing Director of Fleet Street Wealth, a Bar Council partner and an independent financial advisory and wealth management practice based in Holborn.My mission is to help barristers, solicitors, and judges preserve, grow, and manage their wealth, by providing them with expert advice, tailored solutions, and adhering to the highest ethical standards. I have a deep understanding of the financial challenges and opportunities faced by the legal profession, and I leverage my skills in financial planning, investments, retirement, savings, mortgages, and protection to meet their specific needs and goals. I am proud of the trust and reputation my team and I have built with clients and the legal community, and I welcome the opportunity to assist you with your financial affairs.

Julian C E Morgan's Current Company Details
Fleet Street Wealth

Fleet Street Wealth

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Managing Director @ Fleet Street Wealth | Wealth Management
london, england, united kingdom
Website:
fsfltd.com
Employees:
9
Julian C E Morgan Work Experience Details
  • Fleet Street Wealth
    Managing Director
    Fleet Street Wealth Apr 2012 - Present
    London, United Kingdom
    Fleet Street Wealth is a trading style Fleet Street Financial Limited.Fleet Street Financial Limited was founded in 2012 and ‘phoenixed’ out of my previous firm, Advoco Wealth Management. Since 2012 the firm has grown considerably both in client number and assets under our management. This has necessitated the recruitment of many more staff. Finding individuals who have the skills, intellect and core ethics required to deal with our demanding client base has not been without its challenges however it is with a great deal of pride that I reflect upon what we have achieved together. The world of financial advice is one of the most dynamic, regulated and demanding however we are well placed to weather such changes, to grow and help the wider profession deal with the inevitable challenges ahead.
  • Advoco Wealth Management Llp
    Senior Partner
    Advoco Wealth Management Llp Feb 2007 - Feb 2012
    London, United Kingdom
    I set up Advoco Wealth Management to provide independent, fee based advice predominantly to barristers and solicitors. The firm also supported various affiliated bodies and was principal sponsor to a number of high profile legal bodies and events. In 2012 the firm rebranded under the name of Fleet Street Financial Ltd to help strengthen the relationship between the firm and the local legal profession.
  • Cavanagh Group
    Senior Consultant
    Cavanagh Group Oct 2002 - Feb 2007
    London, United Kingdom
  • Standard Life Assurance Company
    Senior Financial Advisor
    Standard Life Assurance Company Aug 1992 - Sep 2002
    London
  • Barclays Bank Plc
    Business Development Manager
    Barclays Bank Plc Sep 1984 - Sep 1990

Julian C E Morgan Skills

Strategic Planning Customer Service Business Strategy Project Management Leadership Sales Business Development Strategy Microsoft Office Change Management Wealth Management Investments Finance Retirement Planning Asset Management Portfolio Management Financial Services Financial Advisory Financial Planning Insurance Due Diligence Management Investment Advisory Marketing Strategy Equities Risk Management Marketing

Julian C E Morgan Education Details

Frequently Asked Questions about Julian C E Morgan

What company does Julian C E Morgan work for?

Julian C E Morgan works for Fleet Street Wealth

What is Julian C E Morgan's role at the current company?

Julian C E Morgan's current role is Managing Director @ Fleet Street Wealth | Wealth Management.

What schools did Julian C E Morgan attend?

Julian C E Morgan attended Highgate School.

What skills is Julian C E Morgan known for?

Julian C E Morgan has skills like Strategic Planning, Customer Service, Business Strategy, Project Management, Leadership, Sales, Business Development, Strategy, Microsoft Office, Change Management, Wealth Management, Investments.

Who are Julian C E Morgan's colleagues?

Julian C E Morgan's colleagues are Julian Morgan, Jordan Ramsey Dippfs, George Kellingley Dippfs, Leanne Gilling, Julia Hutton-Attenborough, Max Dunmore, Jordan Ramsey.

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