Julie joined Becketts in January 2013. She has been working in financial services since 1998. In addition to being a financial planner, she has also spent 10 years specialising in tax and investments, working with Legal & General and Ignis Asset Management.
Julie can assist with general financial planning, but she also specialises in later life planning including care fees advice.
More than 20 years of rich history provide the foundations for the next generation of wealth management.
Wealth | Tax | Retirement
Becketts FS Ltd: Beckett House, Wyrefields, Poulton-Le-Fylde, FY6 8JX – Company No. 5122604
Disclaimer
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Becketts FS Limited is authorised and regulated by the Financial Conduct Authority. Full details can be found at https://www.fca.org.uk under reference number 409051. Becketts FS Limited is registered in England, no. 05122604.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit https://www.financial-ombudsman.org.uk/