FPFS
Julie has been working in banking and finance for over 30 years including regulated advice for over 18 years. Julie is extremely passionate about providing financial advice and always enjoys engaging with clients to fully understand their goals and aspirations. The client is always at the heart of everything she does and as a result takes great pride in working for Aviva Financial Advice. Julie is in the process of studying for the full STEP qualification which will further enhance her skills to deal with more complex estate issues.
Julie currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"I love spending time with my family and enjoy walking and running in the Yorkshire Dales."