Intelligent solutions to managing wealth

Julie Palmer , Dip PFS

Paraplanner

Telephone:
01275 462469
Email:
julie@citimark.co.uk

Julie has worked within various sectors of the Financial Services industry over the last 15 years enabling her to gain a detailed and thorough understanding of all aspects of the industry. She has held positions in Standard Life, Clerical Medical, Bristol & West and HSBC and is currently our compliance superviser.  

Areas of expertise:

Holistic Financial Planning

Exempt Property Unit Trust administration

Compliance