Julia Keith

Wealth Planner

Diploma in Financial Planning (DipPFS)

Long Term Care (CF8)

Certificate in Equity Release - Cert CII (ER)

Julia has 18+ years’ experience and has been a Wealth Planner with Succession since 2017. She holds Diploma status and is working towards her Certified Financial Planner qualification. Julia specialises in Later Life planning including Equity Release and Long-Term Care advice.

"I love spending my free time and holidays with my family, particularly my two daughters, who keep me on my toes!"

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