Julian Puddy DipFA ACSI

Julian Puddy is a financial consultant specialising in Small Self-Administered Schemes (SSAS) and Self-Invested Personal Pensions (SIPP). He has been advising in this specific area for over 20 years and has worked with some of the world’s most recognised companies and individuals.

His key role within the Opus Group is to work alongside owner-directors of SMEs to advise on the best way to operate their director pension schemes. Typically, this will involve advising on commercial property investments, market investments, corporation tax planning, and other esoteric investments which over time enhance the overall position of the directors’ pension schemes.

Julian’s extensive experience allows him to conduct an in-depth bespoke review of a client’s future strategy, and therefore plan for the director’s retirement accordingly.

Career highlights

• My advice has been integral for clients seeking to access cash-flow funding through the pandemic, which has been crucial to the survival of many businesses.

• Over the last few years I have been privileged to offer my professional opinion on the subject of [sentence missing].

• I have been invited to join the board of directors in recent months, to play a part in Opus IFP’s overall growth and strategy.

Q&A

Q: Tell us something interesting about you.

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Q: What are you going to do when you retire?

Live in a beautiful Gite somewhere in France, very close to a beach.

Q: If you could visit anywhere in the world, where would you go?

Asia (always).