Julian Menges
Investment Director

Julian has over 20 years of investment experience having previously been a Director for Astaire & Partners prior to joining the business in 2001.  

Julian heads a team of 12 Portfolio Managers, responsible for managing clients' investment portfolios. He is a member of the Investment Management Committee, which sets policy across our various investment models. He is also responsible for advising clients on investment portfolios and their wider financial affairs such as inheritance planning.

Direct Line: 01892 701820
Direct Fax:  01892 701804

julian.menges@heartwoodwealth.com