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Proud to be associated with
Collaborative
Impactful
Trustworthy
Progressive
100%
Trusts & Estates Senior Manager
Julie’s career began in Jersey where she enjoyed a private banking role from 2012 before her interest grew in tax in 2017 and she gained the experience of being part of a large corporate company for just over five years. During this time, she became a member of the Association of Chartered Certified Accountants (ACCA).
Julie is a member of the Society of Trusts and Estates Practitioners (STEP) with expertise in tax compliance, advice and accounts for family trusts, individuals and estates. Julie enjoys working with families to assist with their tax compliance obligations.
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We're proud to launch the Albert Goodman Charitable Foundation.
Our new initiative dedicated to supporting charities, community groups and individuals across the South West. 🤝
This marks an exciting new chapter in our long standing commitment to giving back and investing in the future of our region. 🌍
Here's to making a difference! 🥂
🩷bit.ly/AG-Foundation
5 days ago
Cheers to three years. 🍾
An extra special event this evening at Bristol Aquarium celebrating three years of our Bristol office. 🐠
And what a three years it has been. A growing team, headline sponsors of Bristol International Balloon Fiesta, and fully immersing ourselves in the wonderful Bristol community to name just a few highlights. 👏🏼
Bristol, we have loved being here. Here’s to the past few years and many more to come for us. 💫
9 days ago
Collaborative
Impactful
Trustworthy
Progressive
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