Administrator, Cassons Financial Planning Limited
Tel: 0345 337 9409
Julie’s role is to ensure that communications with the pension providers run smoothly and she provides the administration liaison point between the client,
Cassons and the scheme provider. She also is involved in the research of investments, protection and pensions plans. Julie has an excellent eye for detail and ensures that everything operates smoothly and on time.
Julie’s career started in banking where she specialised in Trust and Estate administration and then took the natural progression to financial services.
Julie first loved sailing on a school trip then took it up in her 30’s. She and her husband compete in local and national competitions around the country.