Julian Gilbert

Julian Gilbert Email and Phone Number

MD and Founder – on a mission to help you reduce your taxes, invest smarter and retire on your terms @ Wealth Matters
bedfordshire, united kingdom
Julian Gilbert's Location
Harpenden, England, United Kingdom, United Kingdom
Julian Gilbert's Contact Details

Julian Gilbert work email

Julian Gilbert personal email

n/a

Julian Gilbert phone numbers

About Julian Gilbert

Wealth Matters provides financial planning for total peace of mind. Our planners work across the UK, with offices in Hertfordshire, Bedfordshire, Buckinghamshire and London. We work with professionals and their families, helping them reach their financial goals and aspirations. Whether they are business owners, looking to build their wealth, approaching retirement or already in retirement, our aim is to give them clarity, help see beyond the detail and imagine the possibilities. As financial planners we know it is not just about the quality of advice, but the quality of life.

Julian Gilbert's Current Company Details
Wealth Matters

Wealth Matters

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MD and Founder – on a mission to help you reduce your taxes, invest smarter and retire on your terms
bedfordshire, united kingdom
Website:
wealth-matters.co.uk
Employees:
17
Julian Gilbert Work Experience Details
  • Wealth Matters
    Managing Director And Founder
    Wealth Matters Oct 1999 - Present
    Herts, Bucks, Beds And London
    Certified Financial Planner, Chartered Wealth Manager and director of the business.As a Certified Financial Planner, my job is to help my clients uncover exactly what it is they want to achieve, and then put a plan in place to get them there. I build long-term relationships with my clients based on mutual respect and trust, which is something I don’t take lightly. I have a genuine passion for making a positive difference in my client's lives and thrive on being part of the process to help them achieve their goals and aspirations.
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  • Canada Life Uk
    Financial Adviser
    Canada Life Uk Jun 1999 - Jun 2000
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  • Airpic
    Regional Director
    Airpic Jun 1991 - Oct 1996
    Sales and Marketing Company with excellent training programme

Julian Gilbert Skills

Strategic Financial Planning Wealth Investments Financial Advisory Wealth Management Pensions Financial Planning Tax Investment Management Portfolio Management Retirement Planning Finance Investment Advisory Estate Planning Retirement Small Business Financial Services Business Planning Personal Finance Management Trusts Business Investment Strategies Business Strategy Pension Funds

Julian Gilbert Education Details

Frequently Asked Questions about Julian Gilbert

What company does Julian Gilbert work for?

Julian Gilbert works for Wealth Matters

What is Julian Gilbert's role at the current company?

Julian Gilbert's current role is MD and Founder – on a mission to help you reduce your taxes, invest smarter and retire on your terms.

What is Julian Gilbert's email address?

Julian Gilbert's email address is ju****@****s.co.uk

What is Julian Gilbert's direct phone number?

Julian Gilbert's direct phone number is +4479774*****

What schools did Julian Gilbert attend?

Julian Gilbert attended Aston University.

What are some of Julian Gilbert's interests?

Julian Gilbert has interest in Football, Property, Cricket, Property Investment, Travel.

What skills is Julian Gilbert known for?

Julian Gilbert has skills like Strategic Financial Planning, Wealth, Investments, Financial Advisory, Wealth Management, Pensions, Financial Planning, Tax, Investment Management, Portfolio Management, Retirement Planning, Finance.

Who are Julian Gilbert's colleagues?

Julian Gilbert's colleagues are David Hedgcombe, Katie Whitley, Wendy Atkinson, Francesca Case, Carmen Bacaoanu Cfp™ Chartered Mcsi, Thushanthini Thurairatnam, John Atkinson.

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