Julie is an experienced Chartered Wealth Planner with over 25 years professional experience. She enjoys working with all clients to help them meet their goals, whether that be to understand and improve their current position as they grow their wealth, or to implement a suitable plan for drawing on and enjoying their assets.
Julie currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited.
"I live with my husband and two older children in Linlithgow. Outside work my time is spent walking our dog, reading and enjoying the latest boxset on TV."