Julie joined us in September 2023 from a background in Finance and Personal Assistant roles.
Julie’s main role consists of booking in Jonathan’s client meetings. She is the friendly voice at the end of the phone, scheduling annual reviews and dealing with client queries.
Julie also assists with Paul and Joseph’s client follow up letters as well as working with our administration team when required.
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.
SJP Approved 18/3/2024