What our clients say

“Julian explains everything in a very clear and concise manner. My husband and I go to all meetings with Julian together and I appreciate the way he includes me in all discussions and makes sure I understand everything we have discussed.” Jenny

“Julian acts on our behalf with the upmost levels of integrity and in our interests at all times. Our financial affairs have improved significantly since we have retained his services.” Richard

“Julian is always excellent with his advice and is a great help to me with my finances. He is always courteous and very polite and never makes me feel rushed for time. He is someone very pleasant to work with. ” Elaine

“We find Julian extremely helpful, approachable, understanding and available whenever we need his services. He gives his advice then makes sure you understand the reasoning behind his thoughts. We would recommend Julian to anyone needing a very capable Financial Adviser. “ Grahame & Margaret “

“We have been using Julian’s services for the past 10 years and have found Julian’s advice to be most beneficial as we approached retirement. We are much better off in retirement than we would have otherwise been. We are very happy with Julian’s practice of charging a fix fee irrespective of the number of times we consult him, and that he receives no commissions from products recommended.” Trevor & Brenda

“Julian is a true professional and also a true gentleman. He is honest and very knowledgeable in the financial planning field. He has looked after us for quite a few years now and I would not dream of leaving him for someone else for financial advice.” Eric

” Dealing with Julian from our first meeting through to the final investment solution has been great. I have received good solid advise and planning. The results speak for themselves.” Christine

“Julian inspires confidence and is patient in his explainations. Always available for ad hoc advice. Returns calls and responds to queries promptly. ”  Paul

“Highly recommend Julian. He is very good, professional and is at the top of his game!”  Chris

“I’ve recommended several people to Julian and they have gone on to thank me.” Michael

“I have found Julian to be an excellent adviser and after knowing Julian for over 11 years now I would highly recommend him to anyone. ” Sandy

“Very sound advice from a very capable and personable advisor. Have felt very confident and very happy with results.” Andrew

“Long time client, never had a problem, very happy with the service provided. We would be lost without Julian’s help and advice.” Bill & Glenis

“Very happy that Julian is taking care of my finances. He makes me feel safe and positive about the future.I wouldn’t hesitate in recommending his services.”  Denise

“Julian has a very professional approach and has the ability to explain rather complex investment strategies in layman’s terms so that we can understand them. He is also very responsive to market changes and provides very timely and accurate advice and recommendations.”  John

“Julian is totally professional in his approach and acts with integrity. He impresses as a man to be trusted with your financial planning.” Keith

“Julian is a wonderful advisor. He explains things clearly and thoroughly and he keeps all of our finances up to date for us with minimal fuss. He’s very honest and I would not hesitate to highly recommend him.”  Susan

“I have found Julian Battistella to be a knowledgeable and personable adviser. He is able to explain financial matters in terms that can be clearly understood.” Susan

“Very friendly, very accessible and very competent we are confident that our future financial security is in safe hands with Julian.”  David

“I moved my portfolio with Julian soon after he first established his own business. The services and advice I get form Julian and his associates is very personalised and nothing short of first class. ” Adam

“Julian has been my adviser for 10 years. He has set up my allocated pension , always been very attentive to my needs, & is very pleasant , friendly, & put my mind at ease for my retirement. I have recommended Julian to my family, & they now use his services.” Barbara

“Excellent contact with Julian. Truly understood our situation and provided targeted advice. He followed up on things he said he would. Loved the capacity of having a Skype appointment. ” Rebecca

“High class advisor and fee based only. Strong emphasis of appropriate structuring of arrangements. Strong network of related professionals.” Simon

“Julian provides the service we require. Julian has set up the structure and made things more tax effective.” Bruce

“Julian Battistella is very thorough and pays great attention to details and follows up on all issues without prompting.” Andrew