Our Team - Julie Tew (Consultant)

Julie has worked in financial services since leaving school at the age of 16. She joined the Lloyds Banking Group and completed her preliminary banking certificate in 1989. By 1996 she had completed all of her studies for the Financial Planning Certificate and was based at local branches within the Wolverhampton area providing full financial planning advice to clients covering pensions, investments and life assurance.

In July 2012 Julie completed her financial advice diploma which led to her next career move into the independent sector with us at PIA Wealth Management joining in March 2013.

Since joining us here at PIA Julie has gone on to gain further examination success by passing both the Chartered Institute's Equity Release qualification together with the CeMAP Mortgage examination.

Her main interests outside of work include travel and socialising with friends which includes theatre breaks and of course compulsory shopping trips.

Our Brochure

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To briefly summarise who we are and what we can do to help you to achieve all your financial goals and aspirations please download our pdf brochure.

News & Blog

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