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Julia Shepherd

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About

Julia is a fully trained and qualified Financial Adviser who now works as a wealth and wellbeing coach, mentor, and educator. Her purpose is to empower and educate people about personal finance, enabling them to live a life of purpose, generosity, and freedom.Julia retrained at 50 into Financial Services. Her mission then was to work with women who were experiencing a change which impacted finances, including widowhood, divorce, menopause or starting a heart centred business. Julia believes that if everyone knew how money works and how their own emotions and behaviours impact their financial wellbeing, we would have less crime, less family break up, less debt and more adventure. Financial literacy is life changing if the information is communicated in an age-appropriate way with empathy and enjoyment.Julia works with clients on a one-to-one basis for a full personal financial rinse, for money mindset coaching and she creates and presents interactive workshops and courses.Julia works part time as a lecturer in FE with teenagers. This is Julia’s second business. The first was a Forest School where she spent most of her time muddy, wet and smelling of wood smoke.When Julia is not teaching, thinking and talking all things wealth and wellbeing, she hangs out with her 4 children and goes to beautiful places to stop and stare. 

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