Financial Adviser Julie Darling

Financial Adviser Julie Darling Passionately delivering expert financial advice, that is tailored to every individual.

This year, together with my daughter, I had the joy of giving back in the best way possible—by stepping into the festive...
11/12/2025

This year, together with my daughter, I had the joy of giving back in the best way possible—by stepping into the festive shoes of one of Santa’s elves and helping fundraise during our community sleigh run.

It was pure Christmas magic! Hearing the hopes and dreams of the children reminded me just how special this season is.

I’m truly grateful that, in my everyday work, I get to support adults with their own hopes and dreams—whether for their families, their future, or their retirement. And honestly, watching those dreams come to life feels a little bit like Christmas too. 🎄✨

I am delighted to have made the 2026 Top Rated Financial Adviser Guide.Thank you to all of my clients, it is such a priv...
03/12/2025

I am delighted to have made the 2026 Top Rated Financial Adviser Guide.

Thank you to all of my clients, it is such a privilege and honour to support you all.

A photo can say a thousand words and this photo from my client has made my day.This is why I love my job. This dream too...
15/08/2025

A photo can say a thousand words and this photo from my client has made my day.

This is why I love my job.

This dream took years of planning, hard work, persistence & I am so proud to see the end result.

Truly deserved and the start of many more wonderful things to come. Congratulations!

Good news for our mortgage clients today!
07/08/2025

Good news for our mortgage clients today!

Governor Andrew Bailey tells the BBC he expects rates to continue falling, but “the course is a bit more uncertain”.

Do you know what your retirement looks like?
09/06/2025

Do you know what your retirement looks like?

Figures suggest Britons radically underestimate how much money they will need in pension income each year to enjoy a comfortable retirement.

The power of words! I have just received this in the post and it’s really made my day.I’m always blown away when a clien...
06/06/2025

The power of words! I have just received this in the post and it’s really made my day.

I’m always blown away when a client takes the time to send me a token of appreciation. 🌸❤️🙏

Great work days start with having a great team. Laurence is our senior mortgage adviser and I am so proud to work alongs...
28/05/2025

Great work days start with having a great team.

Laurence is our senior mortgage adviser and I am so proud to work alongside him. He is kind, hard working and truly inspiring.

In his spare time, you can catch him fishing and walking many miles for charity. At work, Laurence achieves incredible results for clients and receives wonderful feedback.

Fort Veritas is different as we proudly have 3 female financial advisers in our team.* We understand women and support &...
21/05/2025

Fort Veritas is different as we proudly have 3 female financial advisers in our team.

* We understand women and support & empower our female clients to understand their finances, & grow their wealth so they can retire without worry.

* We support & empower our financial advisers by creating a flexible work life balance so they are free to be present mothers.

* We support teenage girls in education by going into a local school to talk to them to inspire them into a rewarding career.

* We work with supporting a charity called Honour Thy Women who work with victims of domestic abuse.

* We support a mother in South Africa raise her child by funding his education and we hope to change the lives of many more mothers & children in the future.

We ❤️ our work and ❤️ helping our clients.
We 💖💙 our children and families.
We 💚 making a difference in the world.

Is your mortgage coming up for renewal soon?Great news! The Bank of England have cut interest rates so it is the perfect...
09/05/2025

Is your mortgage coming up for renewal soon?

Great news! The Bank of England have cut interest rates so it is the perfect time to look at securing a new fixed rate.

The Bank cuts rates for the second time this year, saying the slowdown in inflation was behind the move.

Who did something special for VE Day?I spent it celebrating with my family & neighbours, in my village. I love how speci...
06/05/2025

Who did something special for VE Day?

I spent it celebrating with my family & neighbours, in my village. I love how special occasions bring us together, whilst we mark such a momentous memory.

This photo was taken last week when Hailey & I were working in London - we stopped to appreciate the flags on Oxford Street.

One of the best gifts I have ever received. Homemade bakes from my client’s mum, just dropped off warm, and all absolute...
03/05/2025

One of the best gifts I have ever received.

Homemade bakes from my client’s mum, just dropped off warm, and all absolutely delicious.

❤️❤️❤️❤️

Are you maximising your tax benefits through a pension?Pensions offer tax advantages because:Contributions are often tax...
28/04/2025

Are you maximising your tax benefits through a pension?

Pensions offer tax advantages because:

Contributions are often tax-deductible (reducing your taxable income).

Investment growth inside the pension (interest, dividends, gains) is usually tax-deferred — meaning you don't pay taxes on it as it grows.

Withdrawals in retirement are taxed, but often at a lower rate if your income is lower after retiring.

This system encourages long-term saving by giving you tax breaks both when you contribute and as your money grows.

Address

Church End
Tewkesbury
GL206DA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+447908592427

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