Julia Morgan Administrator and Paraplanner
I have worked locally for over 30 years in the financial services and accounting professions. I began my career with the Halifax, working for 13 years as a Customer Services Supervisor, which included dealing with processing and approving mortgage applications, and overseeing the Administration Department.
In 2001, after a number of years working for a local firm of accountants, I joined the Financial Services Department at CG Thomson & Wilson – now known as Thomson Hayton Winkley.
I have been a key member of the team and instrumental in its development. My role has expanded over the years, to include carrying out technical work to assist our Financial Advisers so that they have more time for meeting with clients.
I strive to provide outstanding service to both our clients and advisers. Over the years I have built up a good rapport with our clients, and get great satisfaction from the feedback I receive from them.
Outside of work, I enjoy spending time with my family, walking, reading and cookery.