Julie joined us over 3 years ago from a large financial planning business having lead the technical team for several years. Having enjoyed her time there Julie’s aspiration was to continue her personal and academic development in Financial Planning. She is now on her way to Chartered status!

Her diligence and attention to detail have been great assets to the team and is demonstrated with her desire to help others. Julie really understands the meaning of placing our clients at the heart of what we do.

Outside of work

Being outside, keeping fit and healthy are Julie’s objectives when planning her free time. At the weekends Julie has to balance her competitive fitness pursuits with spending time with her family.