Julie Gyarmati

Paraplanner – Investment & Pensions

Originally from Sheffield, Julie started her career in Banking in 1987 and progressed to Financial Advisor within Bancassurance. She relocated to Edinburgh for 10 years before moving to Paris in 2009 to work for an accountancy firm. Julie returned to the UK in 2013 and the financial services sector, joining Brooke Financial in 2022 as a Paraplanner having worked in this role for 3.5 years prior.

  • Julie.Gyarmati@theopenworkpartnership.com
  • 01132555762
  • Pudsey Office

Qualifications

Cert in Financial Planning, Papers 1, 2 & 3
CEMAP Cert in Mortgage Planning
Currently studying CF6, Cert in Equity Release

Specialisms

Pensions and Investments


If you have a large task and feel overwhelmed, take one small piece at a time and deal with that then move on to the next – Swiss Cheese Method