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Julie Callun

Financial Consultant

Julie is a Financial Consultant within the Cooper Associates Wealth Management team.

Julie has a passion for developing a complete understanding of her clients to ensure that she provides them with the best guidance in achieving their financial and investment goals.  She prides herself on her personalised and friendly approach to her advice.

Julie brings a wealth of experience to her role having previously been a Mortgage and Protection adviser. Prior to joining Cooper Associates she worked in the insurance industry, providing expert advice and support to clients.

Outside of work, Julie enjoys spending quality time with her young family, exploring beaches, woods and National Trust gardens. She is a keen paddleboarder and can often be found on the UK’s various waterways. Julie is also an avid traveller and has been around the world to various destinations, her favourite being Thailand.

Qualifications

  • DipPFS Diploma in Financial Planning
  • Financial Services, Regulation & Ethics (R01)
  • Financial Protection (R05)
  • Mortgage Advice (CF6)
  • Long Term Care Insurance (CF8)

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Reviews and Ratings for Financial adviser Julie Callun, Taunton

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Julie could not have been more helpful. Patient, persistent and thoroughly good natured, she calmly negotiated every curveball we threw.

Tracey Weeks