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Julia Ward

Welcome to Conscious Wealth, where financial planning meets mindful living. Drawing on over 30 years’ experience in financial services, I specialise in empowering my clients to build and protect their wealth in a way that aligns with their values and life goals.

About

Based in Cornwall, I invite my clients to take a conscious pause to consider their financial futures, keeping in mind their hopes and dreams for the years ahead, building wealth with purpose.

I believe true wealth is about more than just numbers—it’s about achieving a sense of balance, security, and peace of mind. My holistic approach focuses on aligning your financial health with your overall well-being, offering tailored advice that supports long-term goals and fulfilment. Whether you're seeking to grow your investments, plan for retirement, or navigate life changes, I'm here to support you every step of the way.

My mission is to provide expert guidance tailored to your unique financial situation, empowering you to make choices that are informed and intentional, supporting long-term financial wellbeing and guiding you towards sustainable, conscious wealth.

In my spare time, I'm usually running around with my two teenage boys, walking somewhere on the South West Coast Path with my dog, or trying to surf!

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

Other services
We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.
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Testimonials

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Since Julia took over my SJP investments, I have been regularly kept up to date and have advised me every step of the way towards better investment returns. She is extremely knowledgeable and feel able to ask any questions. She is patient and caring and has taken the time and trouble to understan...

Josephine Bussell| Retired
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St. James's Place Guarantee

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 25/11/2024

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.