Henwood Connect 0121 313 1370

Julia O’Leary

Qualifications

Professionally

At work

I have been working in Financial Services from 2020, previously at another IFA, working as an administrator.

My role is to get to know and work with new clients to Henwood Court making the on-boarding process as easy and smooth as possible for them. I will be proactive with clients, reacting in a timely manner to queries, dealing with issues and providing comprehensive support.

I will be using all my previous experience in building positive, supportive relationships to do this job well.

Personally

At home

I really enjoy the outdoors, I love to go out walking and hiking with my family and friends, taking my chocolate Labrador Riley with me.

I love to travel and grab any chance of going away on holiday whether that be a short break in the UK or further afield. Italy is probably my favourite country with Rome being my very favourite city.

I am a history fan, reading historical novels is one of my favourite past times along with visiting historical sites and watching period dramas on television.

As a family we all really enjoy watching sport, any sport really but football is top, with us all being Aston Villa fans!

Spotlight questions

Getting to know
Julia

What do you enjoy most about your job?

In my role as Onboarding Client Service Associate, I am in the privileged position of meeting and getting to know our wonderful new clients. I love to hear about their life journeys, their families, their hopes & aspirations for the future. I enjoy building strong and lasting relationships.

What motivates you at work?

Being part of a supportive team who work together to get the job done well! Having the opportunity to learn on the job, I have found that everyday is a school day in financial services!

Who inspires you? Why?

I love sport, I totally admire the years of dedication top athletes put into to become the very best they can be and some even become the very best in the world; amazing.

Tell us something people may be surprised to learn about you…

I was a primary school teacher for 27 years, 25 of these years I spent at one school in Balsall Heath, inner city Birmingham. It was a very demanding but extremely rewarding job and a wonderful school to work at.

What’s at the top of your bucket list?

Holidays! I have a holiday list on my notice board at home, I am gradually ticking them off, my most recent trips have been to visit my son in Sydney, an amazing trip to India to celebrate my 25th Wedding Anniversary and another trip to Italy, falling in love with Florence this time! Many more adventures to come I hope.

contact us

We’re here to help

    0121 313 1370
    The Cruck Barn
    20 Country Park View
    Sutton Coldfield
    B76 1TE

    Henwood Court, The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE – T: 0121 313 1370

    Henwood Court Financial Planning Limited is a Limited Company registered in England & Wales under number 05280846. Henwood Court Financial Planning Limited is authorised and regulated by the Financial Conduct Authority (FCA), 12 Endeavour Square, London, E20 1JN, and is bound by its rules. Henwood Court Financial Planning Limited is entered on the FCA register and their registration numbers is 417707. Registration can be checked on the FCA’s website by clicking here or by contacting the FCA on 0800 111 6768. The registered address of Henwood Court Financial Planning Limited is The Cruck Barn, 20 Country Park View, Sutton Coldfield, B76 1TE.

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