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Julie Franklin

Financial Planner

Diploma in Regulated Financial Planning (DipPFS)

Julie started with the practice in December 2013


Julie started her career in Financial Services at Britannia Building Society as a Cashier, working her way up to a Savings and Investment Adviser. Julie then joined Carl Summers Financial Services in 2013 as part of the support team with the Advisers.
Since joining Carl Summers Financial Services Julie has continued to study and learn gaining knowledge, experience, achieving her Diploma in Regulated Financial Planning in 2021 and is now a fully qualified Financial Planner.
Outside of work Julie enjoys spending time with her family and good friends.  They have an active lifestyle as well as frequent trips to the cinema. Julie also enjoys spending time gardening.

Contact Details

  • 01952 815 930
  • 01952 815 935
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