0151 221 9238
Based in Liverpool
View locationChecks carried out by VouchedFor
FCA Regulated
Julie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Julie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Julie has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julie has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Julie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Julie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Julie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Julie has provided information on their typical fees
Julie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julie (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Julie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julie (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Julie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 18 April 2025
Julie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Julie has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Julie has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Julie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Julie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Julie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Julie has provided information on their typical fees
Julie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
11
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julie (based on 11 first impressions)
100% of users who are not yet clients had a positive first experience with Julie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Julie (based on 11 first impressions)
Having 18 years of experience running a financial services practice I pride myself on the highest standard of advice and compliance. In 2015 I was delighted to be awarded number 9 position in the Financial Times/Financial Adviser Top Female IFA Awards. In 2019 I was thrilled to win the Female Adviser of the Year award within the Mortgages and Equity Release category at the awards ceremony in London. I have been a Top Rated Adviser on VouchedFor since the category began in 2019. As Independent Financial Advisers we provide our clients with an individually tailored solution to exactly meet their financial requirements. Our ability to research a solution using innovative technology allows us to present a robust financial recommendation, whilst not losing sight of the importance of the personal touch. Our clients are at the very heart of our processes and each step is fully explained, discussed and agreed before the plan is put into place.
Offers available through VouchedFor
Contact Julie through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Julie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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