The Financial Adviser newspaper has named Liverpool’s Julie Roche in its Top 25 Women IFAs list. The feature recognised women in the profession who stand out, based on their services for clients, how much they put back into the community and also used judging criteria that included length of service and industry involvement.
Julie Roche is the sole director of Hanover Wealth Management based in Liverpool City Centre. The ninth place accolade from the publication owned by the Financial Times is the latest milestone in a career that includes starting the business in 2008 after working with a financial network for more than a decade. Along with another financial adviser, Julie works with an extensive network of professional contacts and consults with Simplybiz for compliance and due diligence support.
Using volatility-matching investing and a comprehensive philosophy, the team offers clients tailor-made solutions. More recently the team has been heavily involved with advising on Auto Enrolment Pension projects for major clients across the city, including Liverpool and Sefton Chamber of Commerce and Cavern City Tours Limited, enrolling up to 200 employees in pension schemes at a time.
Julie Roche said. “Over the course of my career, it’s been a privilege to deliver varied financial services for our clients. It is great to see more and more ladies entering the industry, and to be recognised among such a wonderful group of professionals is truly an honour and reaffirms our values.”
Financial Adviser Editor Hal Austin said: “Congratulations to Julie Roche and all those who made the list. The feature is a great opportunity to generate peer-to-peer recognition and highlights the achievements of ladies who are truly helping to shape the industry."