With over three decades of experience in the financial services industry, Julie has developed a wealth of knowledge across multiple roles, ranging from mortgage adviser to administrative support. Her career has spanned both large corporate organisations and smaller, independent firms, giving her a broad and adaptable skill set. Notably, Julie has played a pivotal role in the establishment of three successful mortgage advisory practices, demonstrating her expertise in business development, regulatory compliance, and client service excellence.
Julie focuses her expertise on overseeing the training and competence programme, ensuring that mortgage advisers meet the highest industry standards. Her commitment to fostering professional development and maintaining regulatory excellence reflects her dedication to the integrity and growth of the financial services sector.
To learn more about how we can support your compliance needs, please call or send us an email.