Julie Roark

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Julie Roark, Yellow Brick Mortgages

Julie Roark

Estate Planning Consultant

I have been working as an Estate Planning Consultant (Will Writer) since January 2013 and have enjoyed meeting a wide variety of clients, all with their unique family demographics. I treat every client as an individual, aiming to obtain the best outcome for them and their families. I pride myself in being approachable and listening to each client’s wishes, then explaining the best solution for them in plain English. A lot of people have told me ‘You don’t know what you don’t know’, meaning that they are not aware of how they can best protect their estate for their loved ones. I am based in Lincolnshire, but am able to help people nationwide.

Outside of work, I have ridden at international level and regularly compete with my daughter in eventing. I have 5 dogs who keep me fit and I am an avid football and hockey fan attending live matches whenever possible