True Bearing | Independent Financial Advice

Julie Castley
Cert PFS
Independent Financial Adviser
Areas Covered: Liverpool, Widnes, Cronton.

Julie Castley

Julie has an attitude and energy which are infectious. Liverpool born and bred, Julie is keen to bring the True Bearing philosophy of well qualified, "face to face" financial advice to members of her local community in South Liverpool and the surrounding areas.

Julie previously worked in Canary Wharf as a Stockbroker and Financial Adviser for Edward Jones Investments. Following the company’s take-over, she decided to return to Liverpool as an Independent Financial Adviser, which gave her more flexibility in the solutions she could offer her clients and an improved work/life balance as a young mum to her two children.

Possessing a genuine desire to provide high quality financial advice, Julie continues to use her expertise within all areas of independent financial planning as a means to providing tailor-made solutions for her clients. Her focus is on holistic financial planning, and she is greatly committed to meeting her clients on a regular “face to face” basis, in the belief that on-going monitoring and client reviews are an essential part of the service she provides.

Julie works closely alongside a number of solicitors in the Liverpool and Widnes areas specialising in care fees planning and investment advice.  Julie is also building links with local Nursing and Care Homes to help them, help their clients to be secure financially.

A real people-person, Julie is passionate about helping clients and bringing financial stability to their lives.  Her greatest compliment is being referred on to her clients’ families and friends.

Contact Julie Castley
Tel: 01257 260011
Mob: 07796 083077