Julie joined us in 2008 initially as cover for maternity leave. She quickly showed a flair for understanding cashflow planning and the needs of the clients and so we were delighted to offer her a permanent role later that year.
Directly supporting Keri, Julie is responsible for creating our lifetime cashflows, carrying out all of the research for clients and creating detailed reports and plans.
Julie is married to Justin and has two sons, Oliver and Harry who are rugby mad. When Julie is not stood at the side of the rugby pitch, she spends her time running …particularly over muddy obstacles!