Julie Kellett Dipfa

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.