True Wealth Group
Julie Kellett DipFA, PETR, Cert MP serves as the Compliance Manager at True Wealth Group since July 2021. Prior to this role, Julie worked as a Senior Compliance & Audit Consultant at Huntswood from July 2013 to June 2021, and as a Compliance Audit Consultant with Barclays for a brief period in 2012-2013. Julie's career began at NatWest, where a position as Private Banking Manager was held from July 1998 to August 2012. Julie holds multiple financial qualifications, including a Diploma in Financial Planning and Services (DipFA) and a Professional Certificate in Financial Planning (PETR) from the London Institute of Banking & Finance. Additional certifications were obtained from the Chartered Institute of Insurance between 2010 and 2016. Educational background includes attendance at Hanson Upper School from 1991 to 1994.
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True Wealth Group
The True Wealth Group’s management team has been providing financial planning, wealth management, consultancy and other services together for 20 years. Most recently it has assembled a tribe of like-minded people to capitalise on the incredible opportunities developed over the last 2 decades: • delivering a first class financial planning wealth management service to affluent and high net worth clients • acquiring and integrating some of the best boutique IFA practices in the UK • establishing value accretive and lead generative joint ventures with other businesses/professions • deploying its ‘turnkey’, ‘enhance & uplift’ solutions to realise ‘true value’ with the parties it works with Independently owned and run, we grow organically and through the acquisition of financial planning and wealth management firms who share our philosophy and our core values. With its head office in Leeds, the True Wealth Group has 5 offices across the UK (including Northern Ireland) serving the needs of clients UK wide. Explore our website (www.truewg.com) to find out more about us as a Group, what we stand for and what we mean by ‘True Wealth’. Our proposition is the same across the group, so if you are a wealthy individual or business owner who would like us to work with you on achieving your True Wealth visit one of the brands on our website or send us a message through Linked In.