Julie provides the key business supportthat guarantees our consistency in the delivery of outstanding financial plans to our clients. Our clients are always in the forefront of Julie’s attention; her pragmatic and thoughtful approach helps keep the team focused towards our common vision: to help people achieve their ideal lifestyle.
When she’s not in the office, Julie plays an active role in the local community. She’s the Chair of Governors at the local primary school, and assists a child with autism as part of a home school program. In her spare time, Julie enjoys keeping fit at the local gym, and spending time with her two boys.
Get in touch
If you’d prefer to speak to us directly, don’t hesitate to call on 0113 252 5737.
Or send an email and we'll get in touch at a time that's convenient to you.