Julie is a Wealth Management Director at Mattioli Woods where she specialises in advising clients on the current pension regime and broader investment and financial planning strategies. Julie’s extensive experience in areas of complex pensions, SSASs, SIPPs, pension transfers and retirement planning are complimented by investment management, IHT planning and more generally helping families manage their financial assets and protect their financial legacy. Clients and advisers appreciate Julie’s approach which is likened to a consulting trustee and, she has a rare ability to explain complex issues with clarity. She regularly gives presentations to professional connections. Julie has over 25 years’ experience of assisting families with their financial affairs.
Wealth Management Director