Julius Lipner

Julius A Lipner CFA, DipPFS

Financial Planner


After leaving Oxford with a Master’s degree in Economics, Julius spent 15 years in the City in fund management. Working at places such as Goldman Sachs, Blackrock and Aviva Investors set him up with a wealth of experience in investing money and finance. Having now qualified as a Financial Planner and Adviser, he is keen to bring his knowledge and far-reaching experience of the financial world to help empower people to take control of their personal finances.

Julius gets a real buzz from seeing the peace of mind and difference proper financial planning can make to people’s lives. He has worked with clients from all walks of life and is on the editorial board of The Financial Review (one of the industry’s leading magazines) as he is keen to further knowledge about financial literacy in general.

Outside of the office Julius enjoys spending his time travelling with his family, dabbling in many different sports and fervently trying to remember the jazz and blues piano parts he used to play when in a band.