Julian has 30 years’ experience in financial services, advising both businesses and individuals with a focus on using technology, combined with expert advice, to optimise results and financial performance. He holds an MBA and is FCA Diploma qualified.
An avid innovator and strategist, Julian was instrumental in helping to move stock broking on-line and established both Xest and Stock Academy as early adopters and market leaders in on-line share dealing. Since then Julian has worked on a variety of projects all focused on bringing technology firmly into the world of finance.
Julian is keen to share knowledge to help inform, educate and empower clients to better manage their finances.
With a degree in Politics and diploma qualified, Ben has 20 years' experience in financial services, of which 15 in advising. He has always had his finger on the pulse, and was instrumental in setting up and managing ifa.net, an innovative browser-based financial adviser, and co-founded M-RP, a similar concept.
“I have a strong belief in the value of financial advice; there is nothing more rewarding than seeing the plans I have helped set in motion for clients deliver the results they needed at the time they needed them.
I believe that financial advice should make the complicated simple, should be clearly communicated and most importantly be regularly reviewed and tested to ensure that the products and solutions are still the most appropriate for your changing circumstances.”
Glenn has almost three decades of experience in financial services. Since leaving the army in 1991, Glenn has advised Personal Private Individuals on all aspects of their wealth management and financial planning, as well as advising business clients. Glenn takes pride in delivering a first class service to his clients, helping them to protect the financial future of their businesses, their staff, and their personal lives.
Cate joined the Financial Planning Department in 2013 after a career break to be a mum. Prior to this, she worked as a Business Development Executive and later Stockbroker for Charles Stanley, working in both their London and Cambridge offices over ten years. Cate loves dancing, running, and “voluntarily” making fancy dress costumes for her children!
Julie’s financial services experience spans over twenty five years, including as Branch Manager at the Woolwich Building Society and then in financial planning at N W Brown in Cambridge. As Chief People Officer, Julie oversees staff welfare, hiring & recruitment, and contracts, as well as serving as Executive Assistant to the CEO. Julie’s also an avid bookworm.
Lewis & Jill B
La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.
Investing with Intelligence
Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof.
Get in touch - our initial consultation is free, and it could be the best move you make this year.