Julie Cattell

Julie has had over 20 years’ experience in the Financial Services industry and is a London Institute of Banking & Finance Chartered Financial Planner.

Julie advises both individual and corporate clients in all aspects of financial planning including pensions (pre and post-retirement), investments, Trusts and inheritance tax planning.  Always focusing on the ‘what if’s’ in life.

Julie also specialises in Later Life Planning, which enables her to provide guidance for families with loved ones going into care or receiving care at home.

Julie’s philosophy focuses on building and maintaining longer term relationships, showing distinct quality and integrity which in turn provides clients and professionals with peace of mind that they are provided with a bespoke service tailored to individual needs.