LR Julia Gordon 0002

Professional Biography

I'm passionate about my area of specialism in Court of Protection and care deeply about the impact of my work

How do you describe what you do?

I’m a Financial Planner offering specialist advice to clients who are Personal Injury and Clinical Negligence claimants. I am also a general practitioner, providing holistic advice across all areas of financial planning.

What's next for you professionally?

I'm passionate about growing my impact, hopefully through mentoring others, deepening my expertise, and shaping financial planning where it meets Personal Injury and Clinical Negligence. I will continue to support clients across all areas of advice.

What's the best piece of advice you've ever been given?

Try to just be yourself. Our work is relationship based and people will always respond best to your authenticity.

What's your favourite thing about your role?

The vast range of interesting and inspirational people that I get to meet and work with everyday.

When you're not at work, what's your favourite thing to do?

Spending time with my husband and children. No matter what we're doing, as long as we're together, that's my happy place.

What qualifications and memberships do you have?

  • DipPFS
  • Member of the CII (Chartered Insurance Institute)
  • Member of CoPPA (Court of Protection Practitioners Association)

Your details