Director
Special Interests
- Investments and trusts
- Long term care
- Compliance issues
Qualifications
Chartered Financial Planner
Associate Member of the Personal Finance Society
Member of the Compliance Register
B A (Hons) York University
Email Julia by clicking here
Tel 01227 818441
Specialisms
Investments
Trusts and Inheritance Tax planning
Long term care arrangements
Compliance issues
Further Information
After graduating from York University, Julia worked in a Building Society before moving to a small computer company as Finance Director. She joined Coach House in 1999 and was promoted to Director in 2004. She has since qualified as a Chartered Financial Planner.
As well as looking after her client work Julia is responsible for compliance matters.
Personal Interests
Music, gardening and art