Julie Morris - Practice Manager

I joined Prosperity in January 2016 and have worked in Financial Services administration for several years. Before changing my career path to the financial industry, I worked for eight years as the Events and Community Fundraiser for a Fareham-based charity.

At Prosperity, I manage the Service Team which includes our administration staff, New Business Analysts and Paraplanners. I also act as PA to Mark Newman and assist him with the day-to-day management of his clients.

On a personal note, I am married to Phil and have two grown up children who have already flown the nest, so I am enjoying a lot more “me” time. In my spare time, I like to walk in the woods and fields where I live or along the coast at Lee-on-Solent. I am also a passionate amateur cook.

 

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