FPFS
Adeptli Co-Founder & Chartered Financial Planner
Julia’s career in financial services spans over four decades, during which she has held senior positions with some of the UK’s largest financial services providers. Her depth of technical knowledge, combined with her hands-on experience, allows her to provide practical, client-focused solutions that support advisers, firms, and networks in delivering strong, compliant advice.
She is widely respected for her ability to quickly grasp the nuances of complex situations and translate them into clear, actionable steps. Whether supporting with regulatory interpretation, technical casework, or process improvement, Julia’s focus is always on enabling her clients to meet their objectives while maintaining the highest standards.
Known for her meticulous eye for detail and calm, considered approach, she works collaboratively to ensure advisers have the insight, tools, and confidence they need to operate effectively in a demanding and evolving environment.
Consultant focus
Expert guidance on tax, trusts, pensions and planning - helping shape advice that holds up to scrutiny and delivers for the client.
Flexible, case-by-case technical input when you need a second opinion, urgent support, or clarity on complex scenarios.
Expert technical support for complex or high-value cases, helping advisers navigate challenges while protecting compliance and delivering better client results.
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Julia provides support with high-value, sensitive, or technical cases - delivering confidence in every outcome.
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Specialist support for advisers, firms, and networks
