Julie joined Paul’s practice following several years working for a firm of Chartered Accountants initially as an Administrator and later as Communications Manager.
Julie works as PA to Paul and arranges Paul’s diary, liaising with clients, third party providers and the St. James’s Place administration teams. Also managing the day to day activities within the office including conferences and events.
Julie is also involved with the charity Projects Abroad, organising fund raising events.
Ros is a Fellow member of the Association of Chartered Certified Accountants (FCCA) and joined the practice in 2017 as a Paraplanner.
Ros brings to the Practice experience in the financial services sector having previously worked in the City as an Accountant in financial management roles within the banking sector. More recently Ros has worked as an Accountant in general practice, providing clients with accounting and tax planning advice and she is now working towards a Diploma in Regulated Financial Planning.
In her role as a Trustee for a local school academy Ros sits as a member of the Finance & Risk Committee.