ACII AFPC Chartered Financial Planner
Position: Operations and Compliance Manager
Julie is a highly-qualified chartered financial planner with almost 30 years experience in the financial services sector.
An associate of the Chartered Insurance Institute, Julie has spent many years working both for independent financial advisors and providers, including Royal London and Rathbones.
Wirral-born Julie enjoys family days out with her husband and two young children and can often be found at the edge of a sports pitch watching them play for their respective teams.
An unofficial member of the Michael Ball fan club, Julie loves nothing more than a restful trip to a sunshine destination and cites Las Vegas and Italy among her personal holiday favourites.