Julie joined Perspective as Business Monitoring Manager in 2018 from Paradigm Partners, where she had worked in the Business Monitoring Team for four years, on secondment to Perspective.
She is now responsible for managing a team of compliance specialists who check the suitability of advice provide by advisers in the Group and educate and train advisers to ensure that they have a thorough understanding of the Group’s compliance requirements. Julie has spent her working life in different roles within the Financial Services industry – these include Nationwide Estate Agents, a Manchester-based accountancy firm and Scottish Mutual Assurance. She also spent 13 years with the Sesame Bankhall Network as a Compliance Consultant prior to joining Paradigm.
Julie is G60 qualified and holds the Diploma in Financial Planning.