Julie is an experienced member of our Private Wealth team helping to provide a wide range of services, particularly in relation to:
- Succession Planning;
- The creation and administration of trusts;
- Securing grants of administration and the administration of estates; and
- Powers of attorney.
Working with corporate colleagues and specialist external financial advisers, Julie is involved in helping clients to set up the right arrangements for their personal interests in their businesses. Clients are appreciative of her assistance with their affairs as the following client testimonials demonstrate:
“Thank you for all your help, you and your team have been spot on in this matter. And if anyone ever needs help with wills, estates, etc., I will gladly recommend you!”
“I just wanted to say how much we’ve appreciated Julie’s wise counsel, guidance and persistence with this protracted transaction. She has a lovely blend of warmth, friendliness and an ability to stay calm. We would have no hesitation in recommending Julie to any of our friends who dare wish to go down the house purchase route!”
Julie is an associate of the Institute of Legal Executives and an affiliate of the Society of Trust and Estate Practitioners (STEP).