Welcome to Julie Dawes Wealth Management
At Julie Dawes Wealth Management, we provide bespoke wealth management advice to private and corporate clients, there are no restrictions on which area geographically we cover, a client’s needs are more important.
Julie Dawes, Principal
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Financial Education
In the UK the complexities of the financial system, changes in social attitudes and a retail-led culture have all outpaced the ability of many of the population to develop individual financial management skills.
Numerous surveys and research pieces have identified that financial education can contribute to the understanding of money and its value to children, instil financial confidence and control in teenagers and young adults and contribute to the overall wellbeing of adults across their life and career stages. Better financial capability leads to many better individual and social outcomes and gives individuals the power and confidence to make the most of their money and improve their lives.
St. James's Place & Julie Dawes Wealth Management believe that regardless of the audience, financial education is a philanthropic initiative to benefit the wider community and we have a social responsibility to build better financial futures.
Testimonials
SJP Approved 09/10/2023
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.
