Julian Walters, CEFA, DHP, LAPHP, is a seasoned professional with over 30 years of experience in the financial industry, currently excelling as a Premier Relationship Manager at Barclays UK. His extensive background includes pivotal roles in providing financial advice through Barclays Wealth and serving as...
Julian Walters, CEFA, DHP, LAPHP, is a seasoned professional with over 30 years of experience in the financial industry, currently excelling as a Premier Relationship Manager at Barclays UK. His extensive background includes pivotal roles in providing financial advice through Barclays Wealth and serving as Branch Manager at various locations, where he honed his skills in retail banking and corporate finance. Based in South Wales, Julian has a proven track record of delivering bespoke financial solutions tailored to the unique needs and aspirations of premier banking clients. His approach is characterized by a deep commitment to building lasting relationships, ensuring that each client feels understood and valued.
In his current role, Julian is responsible for managing a portfolio of high-net-worth individuals, leveraging his expertise in investments and business analysis to guide clients through complex financial landscapes. He excels in negotiation and customer service, consistently striving to exceed client expectations. His ability to identify opportunities for growth and wealth preservation has made him a trusted advisor in the financial community.
In addition to his work at Barclays, Julian runs a separate business, The Lodge Hypnotherapy, where he applies his skills in self-confidence and smoking cessation to help individuals overcome personal challenges. This unique blend of financial acumen and therapeutic expertise allows him to approach client relationships holistically, addressing both financial and personal well-being. As he continues to thrive in his dual roles, Julian remains dedicated to enhancing the financial literacy and overall satisfaction of his clients, ensuring they achieve their long-term financial goals.
