Julia Bentham

Independent Financial Advisor

 

Membership:

Member of the Chartered Insurance Institute

Originally from a corporate banking background, Julia has been involved in Financial Services since 1990. Julia is a fully qualified advanced practitioner. She initially worked for a banking insurance company for 8 years advising high net worth and corporate clients, before moving to a senior managerial role. Julia has been providing Independent Financial Advice to both personal and corporate clients for 9 years, specialising in Retirement Options and Inheritance Tax Planning. Julia is married with 3 children and her interests include Rugby, Walking and the Theatre.