Diploma in Regulated Financial Planning (DipPFS)
Julie started with the practice in December 2013.
Julie provides support to the Pension and Investment Advisers, liaising closely with clients and their advisers, to ensure efficient processing at all stages of Pension and Investment business.
Before joining Carl Summers Financial Services in 2013, Julie worked in various Customer Service and Sales roles part time, while her family were young. Julie then worked for Britannia Building Society where she started as a Cashier, working her way up to a Savings and Investment Adviser.
Since joining Carl Summers Financial Services Julie has completed her studies and exams to gain her Diploma in Regulated Financial Planning.
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.