At Julie Dawes Wealth Management the ethos revolves around making sure clients are looked after and in the best position, be that with investments, protection, buying a house or planning for their financial future. It is very easy to become confused or overwhelmed with financial planning and the worry then is that decisions or plans are abandoned, or bad choices made, this is where the Practice come in and help take those worries away and provide a clear pathway to a better future with your finances. 

The Practice prides itself on being flexible when it comes to clients, 9-5 doesn’t always work for every client and so that’s why the Practice always tries and make sure we are only a phone call or email away at all times to answer and questions or concerns they may have.

The value of investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.