In her role as a Client Review Executive, Julie is responsible for preparing our clients’ portfolio reports, as well as updating client files in our system. She has many years’ experience in the financial services industry, having previously worked in a banking environment.
Outside of work, you can often find Julie walking her dog ‘Pepper’ or catching up with friends. She particularly enjoys frequenting nice restaurants, and heading down to Cornwall on holiday.
More about Julie
On an ideal weekend, you can find me:
Standing on the sideline shouting at my son’s football team.
My favourite holiday destination is:
The Dominican Republic.
When the dessert menu arrives, I’m looking for:
Coffee. I don’t really do desserts – I prefer a starter.
My favourite song to play in the car is:
Journey – Don’t Stop Believing
The best gift I’ve ever received is:
If I could turn any activity into an Olympic sport, I would win a medal in:
The Love Island ‘walk’!
What our clients say
I would like to thank EBS and their staff for providing an excellent service, making the minefield of my various pensions seem like an easy task and for keeping me updated on the progress. I would not hesitate in recommending them to anyone looking for pension advice.
Trust and expertise were my key needs for re-establishing my financial portfolio following a divorce. The replacement life cover and complete evaluation of my pension goals were perfectly designed and implemented to suit my changed circumstances. Well done EBS!
Honest and comprehensive financial advice given with no pressure to buy any products. Reasonable fees for advice and ongoing costs. Very happy with the services given.
Many thanks for taking so much time to meet and discuss our retirement funding plans with us yesterday. The detail of the analysis was very impressive, and you and your staff are to be congratulated on a very professional job.
Our grateful acknowledgements are due for the advice and support proffered by the EBS team and everyone we met at entry, all very courteous, personable and a pleasure to meet.
The ‘Portfolio Report’ that EBS offers has made understanding and managing the family budget so much simpler. It gives a detailed summary and breakdown of our overall financial position, which is so helpful when cross-referencing it.
Thank you for your very comprehensive letter and schedules.... I must reiterate my thanks for all you have done for me.
Many thanks indeed to you and EBS for doing your very best for me. I know I am in safe hands with you. It really is very much appreciated!
I would also like to thank you all for the work in getting this organised for us. I know it has not been easy but I really appreciate it all.