Julie joined Lucas Fettes Financial Planning in March 2016 as Financial Planning Support Manager at our Peterborough office.
She manages a team of administrators, who support our advisory team. Julie ensures the efficient processing of new business, client reviews and valuations, providing excellent customer service and support. Julie enjoys the variety of her work, as well as the communication with clients and providers.
Julie also has involvement in internal training and development, recruitment and works on administration projects.
Outside of the office, Julie enjoys spending time with her children and taking walks on the beach.