about us our wealth planners julia booth
Diploma in Financial Planning (DipPFS)
Julia is a Wealth Planner based in the City of London. Having worked in Financial Services for over 30 years, she joined Succession in March 2019. Julia takes great pride in helping clients work towards their financial goals, protecting their families and plan for a stress-free retirement.
"I work hard and play hard in equal measures. Free time is either exercising or time with my teenagers, when they allow me!"
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.