Julia has been with CoyleClarke since our move over to Altrincham in 2006. She acts as office manager and provides analytical and technical support in case administration.
Julia's background is in banking having worked with Nat West for over 14 years. She is fully aware of current banking procedures and their obligations. She has also had two years each with Canada Life and Eagle Star where she was involved in offshore ex pat work and pensions. Her specialisms include IHT advice, corporate and personal finance.