Ros is a Fellow member of the Association of Chartered Certified Accountants (FCCA) and the Chartered Insurance Institute (CII). Ros joined the practice in 2017 and manages case preparation to provide client solutions.
Ros brings to the Practice experience in the financial services sector having previously worked in the City as an Accountant in financial management roles within the banking sector. More recently, Ros worked as an Accountant in general practice, providing her clients with accounting and tax planning advice. Ros is a qualified Accountant, holds the Diploma in Regulated Financial Planning and is currently working towards Chartered status.
In her role as a Trustee for a local school academy Ros sits as a member of the Finance & Risk Committee.
Julie joined Paul’s practice following several years working for a firm of Chartered Accountants initially as an Administrator and later as Communications Manager.
Julie works as PA to Paul and arranges Paul’s diary, liaising with clients, third party providers and the St. James’s Place administration teams. Also managing the day to day activities within the office including conferences and events.
Julie is also involved with the charity Projects Abroad, organising fund raising events.