Julie Keane

Julie Keane

Paraplanner
London skyline

About me

As a paraplanner I support our London financial planning team. My role focuses on research and analysis, preparing client reports, as well as assisting in client meetings and providing ongoing administrative support. I enjoy meeting clients and developing an ongoing relationship with them.

Background/Experience

I have worked in the financial services industry for over a decade. During this time I have built up a broad understanding of all aspects of financial planning and have seen many changes. I have a Diploma in Financial Planning through the CII and I am working towards Chartered status.

My interests

I am married with children, and enjoy spending time with my family and friends.

My areas of expertise

Contact me via the form above to learn more about..

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Swan feeding
Julie Keane

At Investec every client and their individual needs are important to us. I enjoy helping each client achieve their goals.