Julie Clapperton – MIFS DipFA

Wealth Management Consultant

Julie has worked in the Financial Services industry for 22 years and gained extensive experience in the banking industry as well as the Adviser community.


Residing in the Andover area Julie strives to provide her Hampshire based clients with a trusted long-term relationship through the generations.  Specialising in effective retirement planning and tax planning for her clients and their families, whilst maintaining an awareness of all other financial requirements.


The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.


Julie works with clients on a number of other financial issues which include investment planning and protection for both personal and business clients.


Out of work Julie enjoys family life and is passionate about cycling both on and off road. She also a committee member of the local Women In Business Networking group, which encourages and supports women in all walks of business.