Julie has worked in financial services since leaving university in 2006, where she studied for her Financial Services degree at Glasgow Caledonian.
Having joined French Duncan in 2017, Julie works with advisers to provide technical support helping with research and to assist in the advice process, as well as preparing recommendation reports and client facing documents.
With over a decade of experience within the financial services sector, Julie has built an in-depth understanding of the various types of products available and how these interact with client’s needs and expectations. One of her main priorities is delivering a great service to clients and the advisers and colleagues she works with. Julie enjoys the ever changing world of financial services which allows for constant learning and personal development.
Specialist Services and Sectors