Julie Wood
With a strong background in banking and finance, I bring a wealth of experience and a practical, down-to-earth approach to financial planning.
I am passionate about working closely with clients, taking the time to truly understand what matters most to them. Whether it’s planning for the future, supporting their family, or simply achieving peace of mind, I believe every financial plan should be as individual as the person it’s created for.
Drawing on my experience within the finance and banking industry, including my role as a Principal Paraplanner at Doherty Wealth, I combine technical knowledge with real-world insight to deliver thoughtful, high-quality advice. I treat my clients with the same care and consideration as I would my own family, ensuring they always feel supported and understood.
Outside of work, I am a proud mum of two teenage daughters, which gives me an even deeper appreciation for the importance of planning ahead and creating a secure future.
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