Symponia Member

Julie has been in financial services all her working life. She is married to Robert and they have two children.

Julie is a member of the Personal Finance Society, has the Advanced Financial Planning certificate, and hopes to obtain Chartered Financial Planner status during 2008. Julie is licensed to advise on equity release and home reversion plans as well as all aspects of long term care planning. Julie is a member of the Retirement & Care Faculty.

Specialising in “later life” advising – from creating tax efficient income in retirement to wealth preservation and long term care planning – Julie receives referrals from many of the region’s leading accountants and solicitors who trust her to deliver the very best financial planning solutions to their clients.