Based in Essex, I provide financial planning advice to clients throughout the county and surrounding areas.
The majority of my career has been spent in the financial services industry, starting back in 1999.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a holistic and professional service.
Searles Financial Planning Ltd was established in 2016, when its Director Julie Searles accepted an invitation to join St. James's Place. Julie, qualified as an Adviser in 1999, has spent 11 years advising within Bank Assurance and more recently as an IFA Partner, prior to forming her own business as a Partner Practice of St. James's Place.
It is paramount to Julie and the team at Searles Financial Planning Ltd to build a professional, friendly and trusting relationship with clients. Spending time to understand client’s circumstances and help plan to meet their financial objectives.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/02/2024
The Partner Practice 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.