Julie provides advice and tax planning services to a wide range of clients. She is Rawlinsons’ specialist partner in wills, IHT and trusts and is responsible for our probate and estate administration services.
Richard is one of our Financial Planners, has obtained the PFS Diploma Qualification and is a member of the Personal Finance Society. Day to day he provides specialist advice in pensions and wealth management.
Sophie completed her level 4 Diploma in Financial Advice in 2012 and is currently working her way to Chartered status. Previously having worked in administration and compliance, Sophie became an advisor in 2015.
Laura is an audit manager with 17 years of accountancy experience and manages a portfolio of clients dealing with their end of year requirements as well as assisting some clients with their management accounts.