“My husband and I needed financial protection, which Julie orchestrated and arranged.  Julie’s help has been priceless; her help and guidance has made the arrangements easy and took the stress away. Julie is due to help us with our pensions next. I would definitely recommend talking to her regarding any financial planning matters.”

“I had various pension pots from my corporate days. After a short meeting, Julie contacted [the pension funds], researched them and gave me a pleasant surprise – they were actually worth more than I thought! I had never made time to look into it. Julie saved me hours of time sorting this out and my pension planning is now so much clearer. Thank you!”