Julia Peach

Independent Financial Advisor @Landmark Ifa Ltd

Stamford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Independent Financial Advisor @Landmark Ifa Ltd

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Stamford, GB

Independent Financial Advisor offering bespoke financial advice to personal clients. Client base focused on high net worth individuals seeking holistic planning services. Works closely with solicitors and accountants. Key focus on personal investments, pensions, school and university fees planning, income protection, life and critical illness protection and inheritance tax planning.

EDUCATION

1984 — 1988

Edinburgh University

MA, French and Business Studies

SKILLS

InvestmentsInheritance Tax PlanningAsset ManagementBankingRisk ManagementStrategic Financial PlanningFinancial InstitutionsFinancial MarketsCredit AnalysisFinancial AnalysisCredit RiskFinancial PlanningAccount Portfolio ManagementAsset ManagmentCreditFinanceRelationship ManagementPortfolio ManagementLoansFixed IncomeStrategyCorporate Finance

ABOUT JULIA PEACH

Julia gained an MA from Edinburgh University (French and Business Studies) and then had a…

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Julia Peach — Independent Financial Advisor at Landmark Ifa Ltd in Stamford, GB | Unifers