Julie Robertson

: 168 West George Street, Glasgow, G2 2NR

: FCA Number: 843015

Julie Robertson, an established Financial Services firm, is located in the heart of Glasgow. With FCA registration number 843015, we are authorised to provide a range of financial services, from life insurance to financial planning. A trusted partner for individuals and businesses in Glasgow and surrounding areas, our expertise spans investments, pensions retirement advice and final salary pension transfers. We take pride in providing regulated advice tailored to the needs of our clients, often working with local families and small business owners who value our approachable and professional service. Visit us at 168 West George Street, G2 2NR, Glasgow. Trust us for your financial planning needs.

Their team includes one financial adviser. Check FCA registration here.

Julie Robertson are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Julie Robertson from the Motorway

Departing from the M8,
At Junction 5, proceed to take the B7057 exit leading towards Shotts, Harthill, and B7066.
Continuation onto B7057 is required.
Make an appropriate right turn to merge onto M8.
Maintain a rightward course to remain on the M8.
At Junction 18, depart on the right direction towards Charing X and Kelvingrove.
Proceed to merge onto St George's Road or A804.
Make a left turn onto Sauchiehall Street.
Turn right onto Blythswood Street.
Continue onwards to Blythswood Square.
Finally, make a left turn onto W George Street. The desired destination will be located on the left side.

List of advisers under Julie Robertson:

Julie Robertson is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.