Julie-Marie Winterbone - Beaufort Financial

Julie-Marie has been in the Financial Services industry for over 20 years.

She previously worked in Life and Pensions administration, Compliance and Intermediary Account Support for Prudential, where she gained Financial Planning Certificate.

Since leaving Prudential, she spent seven years in Compliance monitoring in the General Insurance sector.

Julie-Marie moved to Beaufort as an Administrator in 2016 to refresh and increase her industry knowledge and gain further qualifications, obtaining her Certificate in Financial Services in 2019.

Julie-Marie is currently working towards her Level 4 Diploma and changed roles within the business in July 2020 to help facilitate this.

Under her current role of Associate Planner, Julie-Marie is assisting the Advisers with the Client Annual Review process, ensuring all required actions are met and preparing Client Post Review Reports.