Overview

Julia began employment with an accountancy practice in West Cumbria where she helped develop their financial services division before joining InvestAcc in February 1998.

Specialising in Self Invested Schemes, she was instrumental in us gaining HMRC Pensioneer Trustee status, the establishment of our Pensions Department and the launch of our own SIPP. In 2002 she became Director and Company Secretary and now devotes most of her time to the daily management and running of the Company.

Outside of work she likes to travel, is a huge Formula 1 fan and a bad golfer!