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Julie is our Financial Planning Manager.



Julie has a wealth of experience having previously worked for two major insurance companies, an accountancy practice and has now been in the Independent Financial Advisory service sector since 2006.


Her role is integral the firm’s success as it involves managing our financial planning processes, analysing and researching client solutions and supporting our team of Independent Financial Advisers.


If you contact us, Julie will often be able to help you and deal with your query.