Julie Hannon, founder at Hannon Financial Planning, started her financial journey in 2001 and after completion of exams in 2010, started her role as a Financial Adviser within a Practice of St. James's Place. From there, she could see the impact a Financial Adviser had when helping people with their money matters and making a positive impact in their life.

Julie set up her own Practice in 2022 and is now a Chartered Financial Planner and working towards Fellow. Fellowship is regarded as the premier designation for those working in the financial planning profession. It represents the pinnacle of PFS (Personal Finance Society) membership. Julie and the team can pass on her breadth of knowledge to her clients, helping to educate them whilst they embark on a financial journey together.

Julie ensures there is a ‘family feel’ and approach with her Practice. Family means everything to her and that is what drives her success at the Practice. She makes sure that she understands her clients, their families and what is important to them. There is nothing in the world that is more personal than family and securing the life that you want. The team make sure they listen and look at life through their client's eyes, understanding their story and working together with them to make a financial plan that delivers for them. She feels humbled and fortunate that she can work with private individuals, families, businesses and business owners to make a difference to their life. Through working together, developing, and maintaining a close relationship and rapport is what drives the Practice.

In the end, for Julie and her team, it’s not just about delivering success to clients, it’s about being with them during all the highs and lows that life can throw and becoming a close family confidante that her clients can rely upon. When she reaches this stage of the relationship, this is when she considers her work with her clients successful and ultimately why Julie and her team, do what they do, every day.