Local firm of Chartered Financial Planners, Thornton Associates has appointed Julie Owen to its core advisory team as part of its continued growth. In addition to bringing two decades of industry experience to the company, Julie is also one of only five advisors on the Isle of Man to have achieved the status of Fellow of the Personal Finance Society and is a Chartered Financial Planner in her own right by examination.
Previously, Julie has spent 16 years at Royal Skandia, working in a variety of client facing roles, the last four and a half years of which were spent working as a Business Consultant to Manx financial advisory firms. This has given her significant insight into the local marketplace, which she intends to put to good use. She commented: “My new role will involve lifestyle (proper) financial planning for clients, something which I consider a really rewarding endeavour. Helping people plan for their future in terms they set really engages me – helping them plan their lives; holidays, homes, children, family weddings and a host of other dreams which I get to help make a reality. It is a privilege and a challenge that I really appreciate.”
Julie continued: “One of the biggest challenges for me in my new role will be getting to grips with all of the company’s analytical systems. Thornton Associates have invested heavily in technology over the last few years – to great effect – and I am really excited at the value I will be able to add to help clients understand the truth about money using their sophisticated financial planning software.”
Managing Director Sharon Sutton also commented on the appointment: “Whilst we remain a small and client focussed firm, we have grown substantially over the last few years to meet the needs of our steadily increasing portfolio of clients. Recently this has seen us move to larger offices on Athol Street, and now Julie has joined us as a very welcome addition to the team. I am extremely confident that existing and new clients alike will immediately appreciate her truly significant skill set and positive ambition to help them identify, achieve and maintain their chosen lifestyle, whatever happens.”
Julie lives with her partner Chris, her twelve year old daughter Alice and their dog Bella. She also studies traditional Chinese acupuncture.