Julie was appointed Chief Regulatory Officer in 2013 where she is responsible for the design, execution and oversight of the Group’s Regulatory Framework. Julie is a main Board Director of Perspective Financial Group Ltd and also sits on a number of Perspective’s subsidiary Boards.
Julie is also an FCA Regulatory Decisions Committee member.
Julie is a specialist in regulatory compliance, risk and governance. Julie spent her early career working as an Independent Financial Adviser (IFA). She later held various senior governance roles at Bradford & Bingley and worked as a Compliance Consultant to IFAs for Paradigm Partners before joining Perspective in 2010.
Julie is an Associate of the Chartered Institute for Securities & Investment and holds the Diploma in Financial Planning.