Areas of expertise
Defined benefit pension transfers; financial planning; pension and lifetime allowance analysis; pension sharing on divorce reports.
Julian is a financial planner and pension analyst. He has specialised in expert witness pension sharing reports, offsetting and bespoke Duxbury calculations for over 10 years. He is also a defined benefit pension transfer specialist.
Notable client work and achievements
- Julian has worked at Smith & Williamson for 15 years providing advice to high net worth private clients on their pensions, retirement options, defined benefit pension transfers and Lifetime Allowance planning.
- He also has six years of varied pension administration experience including providing actuarial calculations for defined benefit pension schemes prior to joining Smith & Williamson.
- Diploma in Regulated Financial Planning. Member of the Personal Finance Society (PFS) and the Chartered Insurance Institute (CII).