Julian Friel, Dip Pfs, Cert Cii Mp And Er
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Julian Friel, Dip Pfs, Cert Cii Mp And Er Email & Phone Number

Partner, Financial Adviser at True Potential Wealth Management LLP at True Potential Wealth Management LLP
Location: Aylesford, England, United Kingdom 7 work roles 2 schools
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Current company
True Potential Wealth Management LLP
Role
Partner, Financial Adviser at True Potential Wealth Management LLP
Location
Aylesford, England, United Kingdom
Company size
619 employees

Who is Julian Friel, Dip Pfs, Cert Cii Mp And Er? Overview

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Julian Friel, Dip Pfs, Cert Cii Mp And Er is listed as Partner, Financial Adviser at True Potential Wealth Management LLP at True Potential Wealth Management LLP, a company with 619 employees, based in Aylesford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Julian Friel, Dip Pfs, Cert Cii Mp And Er.

Julian Friel, Dip Pfs, Cert Cii Mp And Er previously worked as Wealth Management Partner at True Potential Wealth Management Llp and Independent Financial Adviser at Facts & Figures Financial Planners. Julian Friel, Dip Pfs, Cert Cii Mp And Er studied at Eaglesfield.

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True Potential Wealth Management LLP

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Profile bio

About Julian Friel, Dip Pfs, Cert Cii Mp And Er

I enjoy working with clients who want to get involved with their financial planning and help them to achieve their financial goals.

Listed skills include Retirement Planning, Wealth Management, Investments, Wealth, and 39 others.

Current workplace

Julian Friel, Dip Pfs, Cert Cii Mp And Er's current company

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True Potential Wealth Management LLP
True Potential Wealth Management Llp
Partner, Financial Adviser at True Potential Wealth Management LLP
newcastle upon tyne, newcastle upon tyne, united kingdom
Website
tpllp.com
Employees
619
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7 roles

Julian Friel, Dip Pfs, Cert Cii Mp And Er work experience

A career timeline built from the work history available for this profile.

Wealth Management Partner

Current
True Potential Wealth Management Llp

London, United Kingdom

I give straight-forward financial advice to Private and Business clients on Retirement Planning, Savings & Investments, Mortgages & Protection.Julian Friel is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FSR number 529810.InvestmentRestricted Advice - We will only advise.

Feb 2014 - Present

Independent Financial Adviser

Facts & Figures Financial Planners

IFA with Facts & Figures Chartered Financial Planners.

Jul 2011 - Feb 2014

Independent Financial Adviser

2Plan Wealth Management Ltd

Founder member of 2plan Wealth Management. A National IFA based in Leeds.

Mar 2008 - Jul 2011

Ifa

Mint Financial Services

Founder Member of Mint FSIndependent Finanicial Advice, including mortgages and protection.

Sep 2004 - Mar 2008

Independent Financial Adviser

Kastlegate Financial Management

Trainee Independent Financial Adviser - Qualified and authorised IFA

Jan 2002 - Sep 2004

Marketing Consultant

Axa Ppp Healthcare

Consultant and Project Manager for database review and data enhancement project.

Jan 2001 - Jan 2002

Marketing Information Manager

Colonial Financial Services

Customer analysis and lifestyle profiling

Sep 1990 - Jan 2001
Team & coworkers

Colleagues at True Potential Wealth Management LLP

Other employees you can reach at tpllp.com. View company contacts for 619 employees →

PM Paul Monk Paul Monk Colleague at True Potential Wealth Management Llp Greater Preston Area, United Kingdom View → CL Colin Larkin Colin Larkin Colleague at True Potential Wealth Management Llp Tonbridge, England, United Kingdom, United Kingdom View → SL Stuart L. Stuart L. Colleague at True Potential Wealth Management Llp Ryton, England, United Kingdom, United Kingdom View → EC Elliot Cowie Elliot Cowie Colleague at True Potential Wealth Management Llp Cramlington, England, United Kingdom, United Kingdom View → RB Richard Balmforth Richard Balmforth Colleague at True Potential Wealth Management Llp Alderley Edge, England, United Kingdom, United Kingdom View → NM Neil Mills Neil Mills Colleague at True Potential Wealth Management Llp Greater Cardiff Area, United Kingdom View → MS Michael Sudworth Michael Sudworth Colleague at True Potential Wealth Management Llp Newcastle Upon Tyne, England, United Kingdom, United Kingdom View → PH Paul Holmes Paul Holmes Colleague at True Potential Wealth Management Llp Nottingham, England, United Kingdom, United Kingdom View → MK May Klongklaew May Klongklaew Colleague at True Potential Wealth Management Llp Ashington, England, United Kingdom, United Kingdom View → JB Josh Barrrass Josh Barrrass Colleague at True Potential Wealth Management Llp Cramlington, England, United Kingdom, United Kingdom View →
2 education records

Julian Friel, Dip Pfs, Cert Cii Mp And Er education

Education record

Eaglesfield

Education record

Plumcroft
FAQ

Frequently asked questions about Julian Friel, Dip Pfs, Cert Cii Mp And Er

Quick answers generated from the profile data available on this page.

What company does Julian Friel, Dip Pfs, Cert Cii Mp And Er work for?

Julian Friel, Dip Pfs, Cert Cii Mp And Er works for True Potential Wealth Management LLP.

What is Julian Friel, Dip Pfs, Cert Cii Mp And Er's role at True Potential Wealth Management LLP?

Julian Friel, Dip Pfs, Cert Cii Mp And Er is listed as Partner, Financial Adviser at True Potential Wealth Management LLP at True Potential Wealth Management LLP.

Where is Julian Friel, Dip Pfs, Cert Cii Mp And Er based?

Julian Friel, Dip Pfs, Cert Cii Mp And Er is based in Aylesford, England, United Kingdom while working with True Potential Wealth Management LLP.

What companies has Julian Friel, Dip Pfs, Cert Cii Mp And Er worked for?

Julian Friel, Dip Pfs, Cert Cii Mp And Er has worked for True Potential Wealth Management Llp, Facts & Figures Financial Planners, 2Plan Wealth Management Ltd, Mint Financial Services, and Kastlegate Financial Management.

Who are Julian Friel, Dip Pfs, Cert Cii Mp And Er's colleagues at True Potential Wealth Management LLP?

Julian Friel, Dip Pfs, Cert Cii Mp And Er's colleagues at True Potential Wealth Management LLP include Paul Monk, Colin Larkin, Stuart L., Elliot Cowie, and Richard Balmforth.

How can I contact Julian Friel, Dip Pfs, Cert Cii Mp And Er?

You can use AeroLeads to view verified contact signals for Julian Friel, Dip Pfs, Cert Cii Mp And Er at True Potential Wealth Management LLP, including work email, phone, and LinkedIn data when available.

What schools did Julian Friel, Dip Pfs, Cert Cii Mp And Er attend?

Julian Friel, Dip Pfs, Cert Cii Mp And Er studied at Eaglesfield.

What skills is Julian Friel, Dip Pfs, Cert Cii Mp And Er known for?

Julian Friel, Dip Pfs, Cert Cii Mp And Er is listed with skills including Retirement Planning, Wealth Management, Investments, Wealth, Financial Advisory, Financial Planning, Financial Services, and Pensions.

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