Julia joined Nelsons in April 2021 and is a Paraplanner in our specialist Investment Management team.
Areas of Expertise
- Providing support to Nelsons’ Independent Financial Advisers
- Research for products and funds
- Producing technical reports detailing the Advisers’ recommendations for the clients
- Investment Management Certified
- CISI Wealth Manager Qualification-Financial Markets Module
- CISI Regulation and Compliance Module