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 Julie has worked in various customer service and sales roles working part time whilst her family were very young.
Once her three children were all at school Julie joined Britannia Building Society where she started as a Cashier, working her way up to a Savings and Investment Adviser over 5 years.
Outside of work Julie enjoys spending time with her husband, three children and family dog. They have an active lifestyle taking part in mountain walking and frequent trips to the cinema. Julie also enjoys running, Zumba and spending time with family and good friends.