SOMERVILLE FINANCIAL SERVICES - Key Persons
Julian came to Somerville in 2002 as a Management Accountant. He subsequently progressed to the role of Finance Director and sits on the Board in that capacity. Julian provides guidance on financial and corporate strategy, and is responsible for ensuring that the company operates robust and efficient financial management systems in order to meet its statutory and regulatory obligations.
Job Titles:
- Member of the Key Support Team
- Corporate Benefits Coordinator
Marie has worked in the Financial Services industry since 2003.
In 2010, Marie joined Thomsons Online Benefits looking after various pension and group risk schemes, and implementing the company's flexible benefits scheme. She also worked with some of the very first companies to stage with Auto Enrolment in 2012. Some of the key clients that Marie has worked with include Samsung, Microsoft and City & Guilds.
Marie joined the Corporate Benefits team at Somerville in November 2018.
Job Titles:
- Member of the Management Team
- Group Finance Supervisor
Paula works within various Somerville companies and manages the day to day accounts and finances for the Somerville Financial Services.
Job Titles:
- Member of the Key Support Team
- Paraplanner
Sam started working for the Private Client team at Somerville, as a Junior Administrator, in early May 2014. During that time, Sam has progressed to Paraplanner, and is continually studying towards further qualifications to strengthen his knowledge of the sector and to effectively support our Advisers.
Job Titles:
- Member of the Management Team
- Practice Manager