Marketing & Communications Consultant

Julie takes care of the marketing and communications and has over 20 years’ experience. She has an extensive background within the financial services sector working in banking, insurance and financial planning.  She has also worked on a variety of environmental and social responsibility projects with local government and not-for-profit organisations. 

"Mark has been my financial adviser for over 3 years. He has always provided me with excellent service, credible advice and unparalleled support. I trust him implicitly with my investments, knowing he understands my needs and goals, both short- and long-term. Mark provides me with investment advice and options that support these needs, and I have been thrilled to watch my investments solidly grow whilst under his watchful eye."


Rob and Mary