Julie Preston
Adviser to the Board of Trustees - Compliance Governance Finance at Warrington Wolves Community Foundation
Based in Stretton, United Kingdom
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Seniority
Staff
Department
Other
Location
Stretton
Industry
Spectator Sports
Company size
30
Contact information
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j•••••••@warringtonwolvesfoundation.com
Phone
5 credits+44 ••• •••• ••••
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Background
About Julie Preston
I have a wealth of experience in financial advice/estate planning and compliance. Individuals - I am a fully qualified Independent Financial Adviser. I am an affiliate member of The Society of Will Writers and Willpack Partner. I can provide the full range of services including Wills/LPA/Trust guidance. I have held SM16 & SM17 - Compliance & MLRO role with the FCA for many years. Charity Consultant - providing support and guidance for trustees with their regulatory obligations, through governance/compliance and financial consultancy. I have worked in the Financial Services industry for over 30 years. During this time, I have held various posts including Director of a directly authorised IFA firm, Financial Adviser, compliance and business management.
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