Julia Parsons BA (Hons) APFS MCR

Qualifications

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

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.

In addition to looking after her clients, Julia is responsible for the firm’s compliance and operational matters as well as being a local Magistrate and School Governor.

Julia has featured on the front page of Citywire’s New Model Adviser publication after being invited to express her views of the financial planning sector.

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

Outside of the office, Julia enjoys spending time with her family and the arts, particularly Opera and Ballet. She also enjoys travelling.