About Dorset Financial Planning
DFP is a small business that cares about its customers. I feel that there is no distinction between personal beliefs and business ethics, and so I aim to treat my clients as I would like to be treated and I will go to great lengths to provide an outstanding service. I will ensure I listen to your needs, take the time to get to know you, talk in plain English and I will stick to my promises.
I am local and very sociable and I feel I know Dorset and Hampshire pretty well.
When I am not working and looking after my young family I make time to volunteer as a debt adviser, helping people with their money problems whilst helping them feel at ease and come to terms with their situation. The Debt Advice Voluntary services are not part of the Openwork offering and are offered in my own right. Openwork Limited accept no responsibility for this aspect. Debt Advice Voluntary Services are not regulated by the Financial Conduct Authority
Experience & Qualifications
I have worked in financial services for over 20 years in a variety of financial services roles, including mortgage broking and assessing the quality of the advisers who work for many of the big banks to make sure they were operating within the regulator’s guidelines. I am therefore well placed to understand many areas of the mortgage process and I look forward to giving ethical, professional and trustworthy advice.
I have a Financial Services Diploma which is a ‘level 4’ qualification as well as having the ‘Certificate in Mortgage Advice and Practice’.
A mortgage is a loan secured against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
A Buy to Let mortgage taken out for the purposes of business is not regulated by the Financial Conduct Authority (FCA). Some Buy To Let Mortgages are not.
Julia provided excellent customer service as well as expert unbiased advice. Highly recommend.
- Emma Kemp
Julia is a true professional with exceptional customer service skills. She is very approachable, knowledgeable & experienced finance professional. I would highly recommend her for Mortgage & Protection Advise.
- Ranjita Rastogi