Julie Wilson


Julie, is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute who has been in the financial services sector for 17 years.

She is experienced in working with clients to review and develop their financial plans.  She simplifies complex arrangements and prepares reports  and recommendations optimising the latest legislation to the clients benefit.  Julie is a Pension Transfer Specialist.

Prior to quailfying as a Chartered Financial Planner, she began her financial services career as a paraplanner conducting research and analysis for client reports. She formerly worked for French Duncan, an independent provider of accountancy and other professional services.

When Julie isn’t running around after her family, she’s spinning, running or swimming.