Planning the future for each of our clients and bringing their full financial picture into sharp focus means being really organised at our end too.
That’s where Julie comes in; as our senior office administrator she works with our existing clients and with new prospects too. With over 25 years’ experience in the financial services industry, Julie is perfectly placed to assist you from the day you make contact with us, through to putting your plan in place and throughout our ongoing relationship.
As Ben’s personal assistant Julie is the initial point of contact for all clients and providers. Out of the office, Julie likes to attend music events and also enjoys travel and the outdoors.
Talk to us
We’d love to hear about what matters most to you. You can book a call with us today.
Cordiner Wealth is a trading style of TPFA Limited, which is authorised and regulated by the Financial Conduct Authority. FCA reference number 611188. Registered in England and Wales as a Limited Company No. 8453762.
Registered address: 9D Harewood Yard, Harewood Estate, Leeds, LS17 9LF
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