Julie's Qualifications

  • CII Advanced Diploma in Insurance (APFS)

Chartered Financial Planner

What does “Chartered” mean?

Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics. Choosing a Chartered Financial Planner means you can be confident that you are dealing with one of the UK’s leading advisers who is wholly committed to providing you with the best possible advice, service and support.

Julie Riley

Operations and Compliance Manager

I’ve been in financial services for more than 32 years. Originally starting in pensions at Royal Sun Alliance, before moving to Scottish Life. I was fortunate enough to join Pavis in 2017.

After beginning in admin and paraplanning, I’ve moved on to managing staff and office, as well as developing into a compliance role.

I currently manage office facilities and staff, payroll and other similar duties. As well as this, I also manage some paraplanners and operations and compliance support staff. I ensure accounting and reporting is kept up to date and that we are following compliance.

The important stuff

Get to know Julie

What do you enjoy most about your job?

Helping the firm make sure it meets its regulatory and compliance requirements while also helping develop staff where possible.
What’s your idea of a perfect weekend?

Relaxing with family, eating good food after watching my daughter win at football!
Where in the world can you not wait to get back to again?

I prefer to experience new things and places, although I’d like to take the family to New York and Las Vegas when they are old enough!
Where in the world have you never been but hope to get to visit one day?

Lots of places, there’s so much to explore!
What’s the most important thing you’ve learned doing your job?

Attention to the finest detail.
What three things are guaranteed to put a smile on your face?

My family. Live music. The cinema.
Tell us something people may be surprised to learn about you.

Nothing, I’m an open book!

Get in touch

Contact us below to join us for tea and biscuits with one of our friendly financial planners