Julia Peach

Independent Financial Planner

07843 057430

WIBN Groups

Biography

BULLEY DAVEY WEALTH MANAGEMENT LIMITED
September 2017 – to date
Independent Financial Adviser offering bespoke financial advice to personal clients. Client base focused on high net worth individuals seeking holistic planning services. Works closely with solicitors and accountants. Key focus on personal investments, pensions, school and university fees planning, income protection, life and critical illness protection and inheritance tax planning. Now runs Bulley Davey’s first permanent financial advisory presence in Stamford, Lincs.