Julie Eddicott
DipFA
Our approach: What do you want to do more of? What do you want to do less of? When do you want this change to start? In our view this is good, goals-based, financial planning. Life does not stay still for long and curve balls can throw you off track. So proactive financial advice has never been more important. Based in Christchurch in Dorset we believe in providing sustainable, bespoke financial advice to clients and companies across the UK that turns financial advice on its head. We have a hands-on style that leads to a close relationship with you all.
About
Julie set up her Practice in Christchurch at the start of lockdown, 2020. We believe that our role is to gently challenge your thinking to help you make good decisions about your future. We will be as involved as you would like us to be on your journey towards meeting your goals but as you can imagine the more you share with us the more rounded and financially beneficial the advice can be. We like to think we offer a service that is specific to you, your needs and life goals. Transparency is key to this business so that you can be fully informed as to why we advise what we do and the fees we receive for this advice. We are in this for the long haul, not short term needs, unless of course that is your only requirement.
We care enormously about the outcome of our advice for you and our ongoing relationship. This approach means that we build good relationships with our clients, private and corporate, that go beyond the usual Adviser..
The process is simple: Get to know you and your future goals, gather key information, number crunch, share with you our recommendation and bespoke investment planning advice and finally but most importantly help keep you on track for your big picture.
Finances can seem like a daunting task and we believe that our role is to guide you though this maze and talk you though this aiming for your goals to be met. It is key to ensure you are prepared for the things that can blow up along the way. We also recognise that life does not stay still and so we need to be prepared for change when needed.
Julie has been in the Financial Services industry around 36 years and started from the bottom up. Like many Julie fell into this career and then to her surprise started to enjoy it and the diversity of roles that it offered. Julie took the decision to become a self-employed Financial Planner in 2007 when her two sons were young and needed a career change to suit their needs. They are all grown up now!
We offer wealth management services tailored to any needs that you may have in the following areas:
- Investment planning
- Pension Planning - pre and post retirement
- Protection and Health needs
- Intergenerational wealth management
- Onshore and offshore investment planning
As well as loving this job Julie also has a passion for rowing and sailing and competes in both sports in the UK and worldwide. Julie is rowing across the Atlantic, 3000 miles, from the Canaries to Antigua in December 2024 as part of the endurance race called the World’s Toughest Row in a mixed team of 4. This will be Julie's biggest challenge yet.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Jackie Hiscock
PSS Support
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
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 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 28/02/2023
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.
Ebb and Flow Wealth Ltd is registered in England and Wales, Number 09836278. Registered Office: 58 The Grove, Christchurch, Dorset, BH23 2HB.
