Julia has 27 years’ experience in the Financial Services industry where she has gained knowledge in all aspects of Financial Planning. In the early days she earned certificates in Management and Training too. Specialising on the mortgage side, working with Private Label Mortgage Services, a new innovative company which gave her the opportunity to experience the pace of a fast-growing business.
She broadened her knowledge in an Account Manager role dealing with leading global organisations in a B2B marketing solutions company. She then worked at one of the UK’s leading recruitment agencies running their Surrey Branch. She achieved a Distinction in her REC exams and represented the company’s UK staff on their Employee Forum. This all resulted in the firm being listed in The Times ‘Top 100 Companies to work for’ in 2004 and 2005.
In 2005, Julia went back to the financial arena in a senior management position where she met her previous business partners and in 2009 they founded Entire Wealth Management. Growing, creating and developing this business with the focus on long term client relationships led Julia to train as an Estate Planner specialising in Wills, Trusts, and Lasting Powers of Attorney. She is an Affiliate Member of the Society of Trust and Estate Practitioners (STEP) and the Society of Will Writers (SWW). Ten years on and Julia is still passionate about this industry. This has led her to combine her financial and Estate Planning knowledge in presenting financial awareness seminars to public and private sectors.