Julie Blowers

Eddicott Wealth Management @St. James's Place

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

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WORK HISTORY

Dec 2019 — Present

Eddicott Wealth Management @St. James's Place

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I have worked in financial services for over 20 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website a Partner of St. James’s Place Wealth Management based in Dorset and Hampshire, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.St. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.It is important to remember that monies invested are not guaranteed and values can rise and fall with market conditions.The Partner/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).The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.

EDUCATION

2010 — 2012

IFS - Institute of Financial Studies

Financial planning diploma, Financial Planning and Services

1987 — 1990

Bournemouth University International College

Economics and Business

1992 — 2000

The Open University

Financial and social economics, Finance and Financial Management Services

2000 — 2006

The Open University

Economics, Social Studies, Business

N/A

BASI PILATES

Pilates

N/A

Life in Movement

Pilates Teacher

SKILLS

Asset ManagmentWealth AccumulationProtectionEquitiesHigh Net Worth IndividualsInvestmentsFinancial AdvisoryLong-Term CarePersonal PensionsAssetPortfolio ManagementEquity ReleaseFinancial ServicesTaxWealth Management ServicesFixed IncomeOffshore InvestmentsRetirementBondsStrategic Financial PlanningInvestment ManagementHolistic Financial PlanningRetirement PlanningBusiness StrategyTrustsCritical IllnessWealth ManagementFixed AnnuitiesInvestment AdvisoryStakeholder ManagementInsuranceEstate PlanningInheritance Tax PlanningWealthFinancial RiskMortgage LendingFinancial PlannersIndependent Financial AdviceInvestment StrategiesAlternative Investments

ABOUT JULIE BLOWERS

I am both a Money Coach and a Financial Adviser, providing you with a comprehensive…

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Julie Blowers — Eddicott Wealth Management at St. James's Place in Christchurch, GB | Unifers