Julie joined the SSAS department of a leading Leicester Pensioneer Trustee Company in 1991 after graduating with a 2:1 Honours Degree in Economics and Economic & Social History from the University of Leicester. Since then Julie has worked for a number of regional and national consultancy practices advising corporate clients on employee benefits and director provision. She has attained the Advanced Financial Planning Certificate (AFPC) and acted as a registered Pension Transfer Specialist.
Joining Westerby Trustee Services in 2007, Julie is responsible for developing our internal procedures and providing training to our staff.