Partner Practice of St. James's Place Wealth Management
Julie began working in the Financial Services Industry in 1988 with a major high street bank. Following a career break to raise her three children, Julie retrained and spent 12 years working within Education.
Julie joined DeMontfort Chase Wealth Management in August 2019; she enjoys the great variety that the role brings on a daily basis.
In her spare time, she enjoys being with her family, meeting up with friends and visiting beautiful areas around the UK.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
DeMontfort Chase Wealth Management is a trading name of Newbridge Ltd. Newbridge Ltd is registered in England and Wales, Number 09442024. Registered Office: D5 The Old Grain Store, The Barton Fields Centre, Church Broughton, Derby, DE65 5AP.