Destination: Growth
You can also listen to the episode on Spotify and Apple Podcasts.
In this episode:
Abraham chats to Julian, Founder & Director of Wealth Matters, covering:
Where he started out, going to Australia & being inspired to be a Financial Adviser
How Wealth Matters started in 2001
The figures & staff behind the successful business
What does Julian put success down to?
The significance of a Graduate Programme
The role of women in Financial Services
What the future holds for Wealth Matters
Who is Julian Gilbert?
Julian Gilbert is an Independent Financial Planner and Director of Wealth Matters Ltd, a financial planning firm located in Harpenden. He specialises in working with Contractors, Business Owners and Professional Clients. His role is to help his clients make smart choices with their money by explaining the options and helping to guide their decisions.
Julian graduated with a business degree from Aston University and started working for Canada Life in 1999. He went on to found Wealth Matters Ltd in 2001.
Where to find Julian:
LinkedIn: Julian Gilbert
Twitter: @juliangilbert41
Website(s) mentioned:
Book recommendation:
Niall Ferguson - The Ascent of Money
