ABOUT US

Barnard Lee Associates was established in 1998 by Julian Barnard and Judith Lee.

Julian Barnard (DipPFS) began his career in Financial Services in 1984, when he trained at a brokerage in London, passing his LIA diploma in 1986. Julian worked for two tied agencies during the late eighties and early nineties, attaining further Professional Qualifications FPC 1, 2 and 3 in 1996.

Continuing his professional development, Julian attained Pension Income Options (J05) certification in 2009, Pension Funding Options (J04) in 2010, and Investment Principles & risk (R02) in 2011. Julian is a fully qualified member of the Chartered Insurance Institute and the Personal Finance Society and completed his PFS Diploma in March 2012.

Julian decided to set up his own Independent Advisers in 1998 in order to provide his clients with a comprehensive choice of financial institutions and products. Following the Retail Distribution Review, in January 2013, Julian chose to retain his ‘Independent Adviser Status’ in order to continue to provide extensive choice and an impartial service.

During his 30 years in financial services, Julian has built up a client base of individuals from a variety of industries and backgrounds. Julian has a depth of experience on which to draw when guiding clients through financial matters, offering expertise and insight so that clients can make informed choices.

Judith Lee began her career in Financial Services in 1989, after completing her degree at Manchester University. Judith has a wealth of experience which spans over 34 years including representing life offices and achieving her FPC qualifications. Judith joined with Julian to establish Barnard Lee Associates in 1998 and now provides administration, research and office support.