Julian Mobsby
EFA, DipPFS, DipCAM, DipISP, CertCISI, Member of the Personal Finance Society, Member of the Society of Mortgage Professionals
Originally pursuing a career in sales, marketing and communication, I transferred into financial services and qualified as a stockbroker in 2009. With this experience and knowledge, I moved into wealth advice and now specialise in holistic financial planning. Over the last 15 years, I have worked with clients at all levels to help them achieve clear and realistic objectives including ensuring financial security should the unthinkable happen.
About
I am very much a family man with 4 children, ranging from 15 to 27, occupying most of my time (and money!).
I enjoyed a sporting career in hockey, transitioning from an accomplished player to a youth coach.
Giving back to the community is important to me, taking on roles such as a school Chair of Governors and various ministries for my church.
The Partner 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.
