Julian is a Chartered Financial Adviser and a Pensions Transfer Specialist with over 40 years of experience in the financial services industry, including 23 years as a practising Financial Adviser.

He began his career at Sun Alliance, spending a decade in their pensions department, most notably working within the Final Salary team. Following that, Julian played a key role in addressing the mis-selling of personal pensions and was part of the core project team at Legal & General that introduced the pioneering “Pension Guarantee”.

Outside of work, Julian is a keen sports enthusiast with a particular passion for football and keeping fit. He’s also a proud father to two daughters and two football-loving sons who keep him on his toes.

James is a Financial Adviser dedicated to helping individuals, families and businesses achieve financial security and long-term success. With a client-focused approach, he provides expert guidance on investment planning, retirement strategies, estate management and financial protection, ensuring each plan is tailored to personal goals and aspirations.

James believes that financial planning should be clear, practical, and empowering. He works closely with clients to navigate complex financial decisions, offering personalised advice that aligns with their long-term objectives. Whether planning for the future, growing wealth, or protecting loved ones, he is committed to delivering solutions that truly make a difference.

Outside of work, James is a family man who enjoys spending quality time with his wife and young daughter. He also has a strong passion for sport, particularly golf and cricket, both of which he enjoys playing and following.

For those seeking a trusted financial partner to support their journey, James is dedicated to providing expert advice with a personal touch.

Perry is a Chartered Wealth Manager at Redleaf Financial Planning, bringing a strong background in both institutional asset management and personal financial planning. His passion for investments and financial markets began early through work experience at a leading US investment bank, which led to an academic foundation in economics and a master’s degree in Global Real Estate Investment and Finance.

He began his career in finance at Vanguard, working across retail and institutional distribution, before transitioning into client-facing financial planning. Today, he advises individuals, families, and business owners on all aspects of financial and investment planning, helping them to build tailored, long-term strategies for financial independence.

Having grown up in Hong Kong and attended an international school, Perry enjoys working with clients from all walks of life and brings a global perspective to his advice. Outside of work, he is an avid traveller and passionate golfer, often combining both passions by joining clients on the course.

Jeremy is a specialist financial consultant who has been looking after the financial needs of the medical & dental professions for over 30 years. As a small business owner and family man, Jeremy has accrued all the experience necessary not only to empathise with his clients’ circumstances and aspirations but also to advise them appropriately.

His approach to financial planning is the same as it is to playing a game of chess, that is, it pays to think a few moves ahead.