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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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
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