Wealthwise Financial Services

Julian is the founder and Managing Director of Wealthwise Financial Services Ltd. He graduated from the University of Southampton in 1990 and has worked within financial services for 25 years, setting up Winchester-based Wealthwise in 2004. Julian advises in all areas of financial planning and has extensive experience of providing his clients with... advice in areas such as pension planning and drawdown, long term care funding and investment portfolio planning. Julian is an extremely approachable financial professional, who is dedicated to helping his clients plan their finances to achieve their long term goals. Carolyn has over 20 years experience as a mortgage adviser, the last nine of those at Wealthwise where she is our mortgage specialist. Carolyn offers whole of market advice for mortgages and protection and has unsurpassed expertise and knowledge in the mortgage field. She is able to tailor mortgage and protection solutions to suit your particular requirements and to ensure that your mortgage applications proceed to completion as smoothly as possible.Read More