Services Offered
Retirement Planning
Tailored strategies to organize pension pots and plan for a secure retirement, with ongoing advice to protect investments.
Pension Management
Expert guidance on moving pensions to low-cost platforms and handling providers for optimal investment outcomes.
Mortgage and Life Insurance
Assistance with securing mortgages and arranging life insurance to safeguard financial stability.
Investment Protection
Advice on diversifying investments to navigate unpredictable global economies and achieve long-term goals.
Will Writing and Estate Planning
Comprehensive services including will writing and support for family members, ensuring peace of mind for the future.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
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Dave Gladwin
via Google
4 months ago
I've been working with Julian sorting out my retirement for something like two years now, first of all kudos for the patience in dealing with my disorganised pension pots and getting them into shape. And the best advice I would give to anyone is that it's never to early to start getting your retirement plans in order, stay on top of things and seek professional advice early, it WILL make a difference to you in the long run. Julian and his team have worked hard to put me into the best position for my retirement and continue to provide valuable advice as to how to protect my investments against an unpredictable global economy. I don't feel like I'm just another account, I'm treated as an individual with advice tailored to me and my lifestyle. I happily recommend Julian and Live Smart to my friends and colleagues.
A
Andy Palethorpevia Google
9 months ago
For almost 25 years, Julian has been an absolutely essential part of my financial journey. His expertise has been invaluable across many areas of my financial life – right from securing my very first mortgage, through establishing my pension and arranging life insurance, to now meticulously planning for my retirement. What truly sets Julian apart though, is his unwavering commitment to putting his clients' best interests first. I have complete and utter faith in his sound financial advice, and honestly, I consider him an unparalleled partner in helping me achieve my financial goals.
C
Chander Sandlefordvia Google
9 months ago
Worked with Julian & the LiveSmart team for over 5 years now. The advise we've received has be invaluable. They really know what they are doing. Putting us well on our way to retirement. Julian is always super helpful, personal or professional.
L
Loraine Hvia Google
almost 2 years ago
Julian is passionate about his work, very easy to deal with, and committed to getting the best outcomes. He has helped me plan better for retirement, giving clear and detailed advice. He's recommended moving my pension to a low cost platform and has been very tenacious dealing with my current provider, in the face of much misinformation and delays. His fee structure is transparent and very reasonable. I can finally relax knowing that my pension is appropriately invested. I'd definitely recommend Julian for retirement planning.
J
Jacqueline Daviesvia Google
about 2 years ago
Recently had a review with Julian. He is very passionate about protecting my best interests. It’s good to see that he has diversified into other areas that are as equally important, for example will writing. There is no one better to do this for me as he is completely aware of my situation. Also as my daughter lives abroad, his services include guiding her in any eventuality. Great peace of mind knowing she will have this vital support from someone I trust.
