Julie Dawes

CeMap DipFA

From being a small child, I have always had that caring instinct, wanting to make sure everyone is OK and if not, to look for a solution. This has carried through into my chosen career as an adult. Financial Services can seem like a confusing minefield to anyone, particularly if you are venturing into that area for the first time.

About

Financial Services can seem like a confusing minefield to anyone, particularly if you are venturing into that area for the first time. For me, my clients come first and watching someone’s dreams and aims unfold for the future, or concerns melt away is a wonderful thing and makes me feel I have done the very best for my clients. The foundation of my business is built on trust and transparency, this is a family business that is here to look after other people and their families now and in the future, making their financial aspirations happen and turning complex into simple.

Testimonials

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I've recommended Julie countless times since dealing with her in August 2019 for my mortgage. Julie is very personable, always has your best interests at heart and was there throughout the process to answer any questions and queries I had. Julie is passionate about her industry and provided a ser...

Rebecca Craighill, Senior Internal Recruiter, Doncaster

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.