Independent Financial Consultants Limited (IFC) which offers wealth management and protection services to private and corporate clients, has signalled its burgeoning success by appointing a new financial planner.
Julie Owen, who joined the company on 10th December, is a highly qualified and experienced Chartered Financial Planner. She joins husband and wife team Kate and Craig Evans in providing specialised, individually tailored services to a wide client base.
Independent Financial Consultants, which was founded by Managing Director Kate in 2007, is respected for its personalised, direct and down-to-earth approach. As its name suggests, the company’s independence is one of its key strengths: as a small team, Kate, Craig and Julie are able to be flexible, responsive and efficient at all times. Their core services are supported by strong working relationships with a network of relevant specialists.
Julie commented, “I am really excited to be joining such a well-respected business, and am keen to show how my financial planning skills can benefit new and existing clients. In the current financial climate, it is of paramount importance that we can offer a reliable, responsible, long-term service to our customers.”
Kate added, “We’re delighted to have Julie on board. As a financial planner, her skillsets complement our existing strengths – asset protection and wealth management. We have every confidence that her professionalism and expertise will enhance our business, consolidating our ability to offer clients secure, robust financial futures.”
Photo - Julie Owen.
