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Julie Martin

Director/Financial Adviser at JMF Advisory Ltd

Intro Book

Experienced financial advisor with expertise in wealth management and retirement planning.

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Location

Bangor, Northern Ireland, United Kingdom, GB

Languages

English -

Skills

Wealth Management
Retirement Planning
Retirement
Financial Advisory
Strategic Financial Planning
Mortgage Lending
Investments
Employee Benefits
Life Insurance
Insurance
Small Business
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Julie has 8 years of experience as a Director/Financial Adviser at JMF Advisory Ltd, which is a senior role. She also has a DipPFS and certifications from the Chartered Insurance Institute, which adds prestige. Skills like wealth management, retirement planning, and strategic financial planning are in demand. Location is Bangor, Northern Ireland, which is a smaller market. Financial advisors with her level of experience, especially in the UK, typically charge lower rates than those in larger cities like London. Maybe around £80–£120 per hour? But considering her senior role and certifications, maybe higher. Some top financial advisors in the UK can charge £150–£200 per hour. Let’s check averages. Financial advisors with her background might average £100–£150. So I’ll estimate around £125

Bio

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Topline AI

Julie Martin is a seasoned financial professional with extensive experience in wealth management, retirement planning, and strategic financial planning. She has held senior roles at JMF Advisory Ltd, Cityscape Holdings Ltd, and Allied Dunbar/Zurich Financial Services, providing professional financial advice to individuals and SMEs across various financial products. With a strong educational background, including a DipPFS and certifications from the Chartered Insurance Institute, Julie has developed a comprehensive skillset in investments, employee benefits, life insurance, and mortgage lending.

Credentials

DipPFS,Certs CII(MP & ER)

Chartered Insurance Institute

Experience

JMF Advisory Ltd
- Bangor, N Ireland
- Director/Financial Adviser
  - Oct 2015 - Present
  - Bangor, N Ireland
Julie Martin
- Independent Financial Adviser
  - Jun 2008 - Oct 2015
  Professional financial advice to individuals and SMEs across the full range of financial products.
Cityscape Holdings Ltd
- Director
  - 2008 - 2010
Thinc Destini
- Development and Recruitment Director
  - Dec 2005 - Mar 2008
Allied Dunbar/Zurich Financial Services
- Development and Recruitment Director
  - Mar 1995 - Dec 2005

Education

1982 - 1987

Glenlola Collegiate , Bangor , N Ireland

1982 - 1987

Suggested Services

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Julie Martin

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100 Credits For FREE

$125.0

Hourly Rate