Julia Robey
Julia helps clients identify and achieve their financial goals through personalised plans that evolve with changing life circumstances. She builds lasting relationships with clients, working with them to plan their finances in a way that feels clear, comfortable and aligned with their goals. Julia believes knowledge is power and takes time to ensure clients understand their options, feel confident in their decisions and have peace of mind.
Before joining St. James's Place, Julia spent eight years teaching Maths at a leading independent school in London. Outside work, she is a keen rower and lives in Wimbledon with her husband, Alexander, and their Labrador, Margot.
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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.
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.
