Julia Parsons | Kreston reeves

Position

Partner, and Director of Kreston Reeves Financial Planning

Email

julia.parsons@krestonreeves.com

Special interests

  • Investments and trusts
  • Long term care
  • Compliance issues

Qualifications

  • Chartered Financial Planner
  • Associate Member of the Personal Finance Society
  • Member of the Compliance Register
  • B A (Hons) York University

Specialisms

  • Investments
  • Trusts and Inheritance Tax planning
  • Long term care arrangements
  • Compliance issues

Further information

After graduating from York University, Julia worked in a Building Society before moving to a small computer company as Finance Director. She joined Kreston Reeves Financial Planning Limited in 1999 and was promoted to Director in 2004. She has since qualified as a Chartered Financial Planner.

As well as looking after her client work Julia is responsible for compliance matters.

In 2016 Julia was recognised in the Best in Corporate Investment Advisory - United Kingdom category in the Women in Wealth awards, held by Wealth & Finance International.

Personal interests

Music, gardening and art