Julie is one of our senior administrators and is FPC qualified. She has worked in the financial services sector since 1999 and joined SFP in 2012. Julie has terrific organisational skills and is a natural communicator. Her role varies enormously. She processes new business, prepares portfolio valuations, obtains illustrations and often provides a first line of communication to both individuals and companies. Finally, Julie is empathetic and extremely popular with all her work colleagues. Regarding our clients, with her helpful manor and pride in her work, she always forms a genuine and easy rapport.
In her spare time Julie loves both film and theatre.
Contact Julie at: enquiries@skyboundfp.co.uk