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Julia Banwell (FPFS TEP CTA)

Chartered Financial Planner, Rural Services, Wells

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Julia Banwell has an active role within the Rural Services Team and has a wide range of experience with both personal and rural clients and their businesses.  She is passionate about the holistic approach to planning to encompass all areas of financial planning, taxation and legal aspects when working with clients, in line with the qualifications that she has achieved.

Julia really enjoys understanding clients and their businesses and so attends various seminars and talks around the region to ensure that she remains up to date.  She also enjoys a number of excellent relationships with other professionals, such as solicitors and other accountants, who recommend her.

Julia specialises within the rural sector, as this is her background.  Together with her husband, Robert, she has a beef suckler herd, equestrian livery business as well as solar arrangements (both their own and one for the community) on their farm.

Julia enjoys the outdoor life and is currently busy showing her daughter’s pony on the lead rein at various shows around the South West.   Sadly her daughter is now jumping and doing mounted games so Julia is also having to undertake a fitness programme..!

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