Julie has worked in financial services for over 30 years mainly in London, Surrey and Sussex and has experience in mortgages, protection and equity release. Her career has allowed her to work for Nationwide Building Society for 20 years, Just for 5 years and also a few smaller IFA firms. Her experience is in Underwriting, Sales Management, Project Management and Team Management.
A bank is a place that will lend you money if you can prove that you don’t need it.
– Bob Hope
Julie Supports the Principal Mortgage Adviser, Ian Potter and together they ensure that the Clients receive a smooth and professional service. Her knowledge and experience allows her to keep clients updated on a regular basis allowing Ian to focus his time on researching the best deal
Outside of work, Julie loves socialising, walking her dog Murphy on the beach, travelling, sport and is an avid Fulham F C supporter.
Julie performed at the London Olympic 2012 opening ceremony!
- 2020: Pembroke Financial Services
- 2018 to 2020: Direct Life and Pensions Ltd
- 2015 to 2018: Shore Financial Services and Impact FS
- 2009 to 2014: Just
- 1988 to 2008: Nationwide Building Society
Helpful, professional and efficient
Julie was so helpful, professional and efficient and worked very hard to get us the best deal Thank you so much for all your hard work I really appreciate it.
They really went that “extra mile” for me
Pembroke Financial Services (Julie especially) actively went above and beyond what I expected from a mortgage adviser, they really went that “extra mile” for me and I cannot recommend them highly enough! Thank you!