Julie is one of our longest serving Senior Financial Planners having joined Melville Independent plc at its outset in 2011.
With over 36 years financial services experience Julie started with a major Life Assurance company in 1987 where she assisted with the underwriting of life insurance policies which give her a solid understanding in the intricacies of different investment tax wrappers. Subsequently, Julie assisted with financial advice to individuals and companies through a then leading insurance broker in Edinburgh. She gained further experience when she joined one of the top four accountancy firms working in their Wealth Management division. It is during this period that Julie realised that she wanted to help clients more directly with their financial affairs and in 1997 stepped up to become an Independent Financial Adviser with one of Edinburgh’s largest Independent Financial Advisory firms.
In 2011, Julie joined the team at Melville Independent plc, where she now provides high quality financial advice to individuals and selected key businesses. She is qualified as a Pension Transfer Specialist and has a wide-ranging knowledge of life assurance, pension, and investment solutions. Julie believes that financial planning can appear quite complex but goes out her way to explain things clearly.
Julie has a close association with Edinburgh, Fife and Northern Ireland and regularly travels between the three. She is married and enjoys fine wine, European travel, and regular walks with her dog.