Julie joined Perspective (North East) Ltd in 2019, as a result of an acquisition of Galloway Whitfield (Life & Pensions) Ltd.
She worked there for over 30 years and still deals with existing clients of Galloway Whitfield (Life & Pensions) Ltd.
Julie specialises in pensions, mainly corporate and group pensions, from their inception and day to day running, to the individual requirements of members at retirement. She has substantial knowledge of employee benefits and manages our clients of Group Private Medical Insurance Scheme. She enjoys meeting clients and assisting them with their pensions and investments.
Outside of work Julie enjoys going on holidays, reading, and gardening.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning.
