Julian Trumper is a Senior Partner of St. James's Place Wealth Management. He has been in the private client investment arena since 1989, when he joined Hill Samuel Investment Services. In 1994 he joined the St. James's Place Partnership, which at that time was known as the J. Rothschild Assurance.
He is qualified to advise on onshore as well as offshore investment, inheritance tax and estate planning, pension planning and tax efficient structures.
He keeps fully conversant with current legislation, tax, and industry standards by undertaking continuous professional development. He is registered with the Personal Finance Society – committed to maintaining the highest professional standards.
Julian lives with his wife Sally, and their two boys, on their farm in Sussex. In his spare time he enjoys sailing, skiing, tennis and walking the dogs in the countryside.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Very professional, but a very pleasant personality. Always a pleasure to deal with.
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The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.