Julie Hall

Client Service Team

Julie is responsible for client administration and support - keeping everything in check which is a crucial part of the financial planning process.

Getting to know Julie

With more than 25 years of working in financial services, Julie knows exactly what clients want and how to deliver a top level of service.

Julie works closely with our financial planners and clients to deliver a five-star service in all areas of administration.

Julie in the spotlight

The best gift I’ve ever received is…

My dogs

When the dessert menu arrives, I’m looking for…

Crème brûlée or cheesecake

If I could be any fictional character, I would be…

Calamity Jane

On an ideal weekend, you can find me…

A nice sunny day in the garden enjoying a barbecue and a few drinks surrounded by family and friends

Get in touch with us

We'd love to hear from you and explain all about our services over a cup of coffee. Get in touch today.

Money Penny Wealth Management Ltd
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ