Julie Lord

Julie Lord is a Chartered and Certified Financial Planner at Magenta – a specialist Financial Planning company that helps its clients pursue their passions and build plans for future security and happiness.


She was an Institute of Financial Planning Board member for 15 years and is a former President.  She has been a member of the FSA Training Advisory Panel; Chairman of the IFP Education Committee and member of the ISO working party and is keen to ensure that all professional advisers are well qualified to deliver the best possible advice to the public. She is currently a member of the PFS Planning Practioner Panel.


As well as being a Chartered Fellow of the Chartered Institute of Securities and Investments, and a Fellow of the Personal Finance Society, Julie has won numerous Financial Planning awards and is a regular writer and presenter of financial issues in the trade and public press.


She is very passionate about providing the best quality advice to clients and ensuring that Financial Planning businesses are embracing the best possible practices in order to deliver this effectively and profitably.

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