Julie Calvert

Chartered Financial Planner Fellow of the Personal Finance Society Affiliate of STEP

Position: Director

A highly respected Defined Benefit pension scheme transfer specialist, Julie has also won awards in the emotive and complex area of funding care fees and leads on the marketing of the business. Julie is a Chartered Financial Planner and Fellow of the Personal Finance Society who has worked in financial services for more than 25 years.

She enjoys engaging with clients to explore their personal hopes and dreams and help them arrange their financial affairs accordingly.

A native of Kendal, Julie splits her time between Liverpool and Cumbria, where she indulges her love of the outdoors and is currently renovating a house with her partner, Graham.

Julie also has a peculiar penchant for musicians beginning with the letter K – everything from Kings of Leon and Kaiser Chiefs to Katherine Jenkins and Kenny Rogers.

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