A Partner Practice of St. James's Place Wealth Management

Searles Financial Planning Ltd

Julie Searles

Based in Essex, I provide financial planning advice to clients throughout the county and surrounding areas.

The majority of my career has been spent in the financial services industry, starting back in 1999.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a holistic and professional service.

Specialisms:
  • Business owners
  • Company directors
  • Advice in retirement

About

Searles Financial Planning Ltd was established in 2016, when its Principal Julie Searles accepted an invitation to join St. James's Place Wealth Management. Julie qualified as an Adviser in 1999, has spent 11 years advising within Bank Assurance and most recently as an IFA Partner, prior to forming her own business as a Partner Practice of St. James's Place.

It is paramount to Julie and the team at Searles Financial Planning Ltd to build a professional, friendly and trusting relationship with clients. Spending time to understand client’s circumstances and help plan to meet their financial objectives.

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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.
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Debbie Lee

Office Administrator

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

Searles Financial Planning Ltd is registered in England and Wales, Number 09620787. Registered Office: 133 Burrs Road, Clacton on Sea, Essex, .