Julie Neilson

• Staff
• Julie Neilson

Julie joined the firm in May 2025.

She is a Professional Mortgage Adviser, qualified to give mortgage advice and holds the Certificate in Mortgage Advice and Practice (CEMAP) qualification. She also holds the Certificate in Regulated Equity Release (CeRER) qualification which means she is qualified to give Equity Release advice.

Additional Information

Julie has over 30 years’ experience in the Financial Services Industry, including Mortgage, Private Banking, Relationship Management and Internal Audit roles.

Going the extra mile

Julie’s main objective is to help and support her Client’s all the way through the mortgage journey to make it as straightforward as possible. She will listen and get to understand each person’s specific needs and objectives to enable her to tailor the advice and recommendation to get the best possible fit, providing a bespoke level of service. Julie will look to build strong relationships with her Clients so they know where to turn for their, their family, friends or colleagues’ mortgage needs, both now and in the future