JULIE HARRISON

Marketing & Communications Manager

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. 

Peter offered us the chance to have an initial no-obligation meeting, which we took up. He spent much of that meeting really delving down into our values, relationships, who and what was important to us, but mainly what we wanted to achieve with our money.

Rob and Mary

Rob and Mary