Julie is responsible for the design, execution and oversight of the Group’s Regulatory Framework. Julie is a main board director of Perspective and also sits on a number of Perspective subsidiary Boards. Julie holds the Diploma in Financial Planning, is an Associate of the Chartered Institute for Securities & Investment and is an elected Board Member of the Personal Investment Management & Financial Advice Association.
With two decades of experience in the Financial Services industry, Julie is a specialist in Regulation, Risk and Governance. Previous experience includes working at Paradigm Partners LLP as a Business Consultant to IFAs and Bradford & Bingley as T&C Manager. Prior to this Julie worked as a financial adviser.