CAMOUSE - Key Persons
Julie has been working for CamOuse for over 14 years, having joined from working for another local IFA. She has a secretarial background and has many years of experience of administration work in the industry, having been an assistant/PA to advisers at CamOuse.
Julie has been married for over 25 years and has one daughter. She enjoys spending time with family and friends, singing and listening to all types of music, and is involved in her local church as secretary, and working with children and young people.
Job Titles:
- Financial Adviser
- General Practitioner
Lee joined CamOuse Financial Management in September 2003, having previously worked for two local Independent Financial Advisers over the last seven years.
Although predominantly involved in the mortgage and protection assurance market, Lee is a general practitioner, able to advise on a number of aspects including Pensions, Wealth Management and Investments.
After having two young children of his own, Lee realises the important of sound financial planning for the whole family - for example: funding for education, first time buyers and maximising income in retirement.
Lee has a number of professional connections in the area including accountants, solicitors and corporate specialists.
Lee has achieved the following qualifications: Diploma in Financial Services comprising of FPC 1,2,3, EROI, JO1, CeMap, RO1,2 & 4
Toby joined CamOuse Financial Management in March 2021 and aspires to be a Financial Adviser in the future. He is currently studying towards the Pensions Administration Qualification.
In his spare time, Toby is physically active and likes to participate in activities and sports such as football and going to the gym. On his days off, he enjoys spending time and having fun with his friends, family and girlfriend.