Julie joined the team at Pool House Advisers in May 2013, and has worked in the Financial Services Industry for over 25 years.
Julie holds the following qualifications
- Certificate in Financial Planning qualification
- Certificate in Mortgage & Advice Practice (CeMap) qualification
- R01 exam
Julie deals with the day to day running and administration of the Auto Enrolment Pension Schemes and also deals with the administration of all mortgage applications from enquiry to completion
Julie assists the administration team with all client queries.