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location pinLiverpool

Julie Riley

Operations & Compliance Manager

experience

My role incorporates all aspects of compliance for the firm, including supervisor of Advisers and regulatory returns, plus general operation of the firm and accounting duties. I also manage the paraplanning team.

I am Chartered Financial Planner level qualified. I started in the industry aged 18 at Royal Insurance and have worked at Scottish Life, Rathbones, and a few IFA practices over the last 35 years, joining Pavis 6 years ago.

personal interests

I enjoy spending time with my family, which involves a lot of football as my daughter plays for Chester and food as my son is a budding chef! I also enjoy going to the cinema and reading.