Julia Keith

Wealth Planner

Julia has over 15 years’ experience in the financial services industry and always had the ambition to become a Financial Planner.  Julia holds the Diploma in Financial Planning and is currently studying for her Certified Financial Planner qualification, along with other areas of Financial Planning; Long Term Care, Equity Release and Pension Transfers.

Julia enjoys working with clients to help them establish their lifestyle goals, particularly using cashflow planning.

Julia loves spending her free time with her family, particularly her two young daughters.

07393 766753

Not who you are looking for?