Julie Lord is finalist in Women in Investment Awards!

We’re delighted to announce that Julie – has been recognised as one of the most influential women in the Investment industry.

The Women in Investment Awards celebrate the achievements of women in a sector that has traditionally been dominated by men. The awards aim to shine a spotlight on the work of inspirational and groundbreaking women in the investment sector.

Julie has been named as a finalist in the Role Model of the Year Award. This recognises her passion for financial planning, her contribution to developing a robust and trusted Financial Planning profession in the UK and her work with aspiring planners and the younger generation.