Island Financial Solutions (IFS), the prominent local firm of IFAs, has appointed Julie Owen, one of the Isle of Man’s top qualified advisors, to join their expanding operation.
Julie, who has worked in financial services for over 20 years, is a Chartered Financial Planner and one of a select number of locally based IFAs to be recognised as a Fellow of the Personal Finance Society (FPFS) – a landmark qualification within the financial services industry.
Originally from Wiltshire, Julie has been on the Island since 1996 and worked for many years at Royal Skandia (now Old Mutual International).
Specialising in providing clients with a Lifestyle Financial Planning service – also known as cash flow modelling – Julie offers an innovative but recognised approach to help clients maximise their investments and create sustainable financial well-being.
Her appointment now brings to nine the number of staff working at the Bucks Road, Douglas based firm, which has enjoyed steady growth during recent years.
“I am delighted to have teamed up with IFS,” said Julie. “Having been closely involved with the financial services industry on the Island for a number of years, I know that IFS has developed an excellent reputation locally for providing a highly professional level of service, for a loyal and expanding client base. From my perspective, I am passionate about the value of lifestyle financial planning because I believe it offers clients the best possible solution to their current and future requirements,” said Julie.
IFS Director, Mike Twist, said Julie’s appointment was a further indication of the firm’s growing reputation in the local IFA industry. “Julie is a highly experienced and extremely well qualified practitioner who will undoubtedly add a new dimension to the range of advice we are able to provide for clients right across the Isle of Man,” he added.
Away from work, Julie enjoys spending time with her partner Chris and teenage daughter Alice and walking her Bijon/Westie dog in the beautiful Manx countryside.
For further information contact Island Financial Solutions on 01624 614618 or firstname.lastname@example.org.
Photo - Julie Owen, FPFS.