• Certificate in Financial Services (General Route)
  • Certificate in Financial Services (Life and Pensions Route)
  • Level 3 Award in Financial Administration (Pensions)
  • Level 4 Diploma in Financial Planning (including AF7 Pension Transfers)

Julie Wilson


Julie has over 20 years’ experience in the financial services industry.  The first 16 years of her career were spent in one of the “Big Four” accountancy practices before she joined our independent firm and she has been with Platinum since 2020.

Day to day, Julie conducts research to help find the best solution for our clients as well as preparing detailed client reports and recommendations for our financial planners.

Level 4 qualified in financial planning, Julie takes a keen interest in market performance, industry and regulatory change. Julie uses her knowledge to support the financial planners and works closely with our Managing Director Jonathan on more technical advice areas.


Outside of work

Julie lives locally with her husband and their two children. Away from the office Julie enjoys spending quality time with her family.

Her interests include travelling, reading, listening to music and socialising with friends.

Julie loves the outdoors and is involved with her Scout Association. She is also an active Cub Leader and a volunteer at her local campsite.

Get in touch

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