Julie Soar
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Julie Soar Email & Phone Number

Financial Planner at Quilter Financial Advisers
Location: Greater Derby Area, United Kingdom 4 work roles 10 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Quilter Financial Advisers
Role
Financial Planner
Location
Greater Derby Area, United Kingdom
Company size
1851 employees

Who is Julie Soar? Overview

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Quick answer

Julie Soar is listed as Financial Planner at Quilter Financial Advisers, a with 1851 employees, based in Greater Derby Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Julie Soar.

Julie Soar previously worked as Financial Planner at Quilter and Mortgage Consultant at Quilter Financial Advisers. Julie Soar studied at Certsmp - Member Of The Society Of Mortgage Professionals.

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Email format at Quilter Financial Advisers

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Quilter Financial Advisers

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Profile bio

About Julie Soar

Experienced Mortgage Advisor with a demonstrated history of working in the financial services industry. Skilled in Customer Service, Banking, Sales, Finance, and Mortgage advising, including Equity Release.Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.Telephone 0800 849 1279Email julie.soar@quilter.comApprover Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17/01/2023

Current workplace

Julie Soar's current company

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Quilter Financial Advisers
Quilter Financial Advisers
Financial Planner
london, england, united kingdom
Website
quilter.com
Employees
1851
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Company profile
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4 roles

Julie Soar work experience

A career timeline built from the work history available for this profile.

Financial Planner

Quilter

Derby, Gb

Mortgage Specialist

Derwent Financial Planning Ltd

Derby, United Kingdom

I am an Mortgage Advisor with over 25 years experience working in the retail banking industry, with a large majority of this time working within the Mortgage sector. I currently hold the CII Level 4 Certificate in Advanced Mortgage Advice and I am a member of the Society of Mortgage Professionals.

Banking Consultant

Halifax

Derby, United Kingdom

Face to face & telephone interviews, ascertaining customer needs through direct & probing questioning & positioning products suitable for their stated and unstated needs. Working to tight guidelines and under pressure whilst maintaining a high level of customer service and file quality.

Aug 1990 - Apr 2017
Team & coworkers

Colleagues at Quilter Financial Advisers

Other employees you can reach at quilter.com. View company contacts for 1851 employees →

ST Sophia Twine Sophia Twine Colleague at Quilter Financial AdvisersGreater Portsmouth Area, United Kingdom View → LL Luke Lally - Financial Adviser Luke Lally - Financial Adviser Colleague at Quilter Financial AdvisersSutton, England, United Kingdom View → AH Adam Holmes Adam Holmes Colleague at Quilter Financial AdvisersNottingham, England, United Kingdom View → AO Anne O'Flaherty Anne O'Flaherty Colleague at Quilter Financial AdvisersGreater London, England, United Kingdom View → DA Deborah Animasaun (Née Ige) Deborah Animasaun (Née Ige) Colleague at Quilter Financial AdvisersUnited Kingdom View → SS Simon Skellern Simon Skellern Colleague at Quilter Financial AdvisersGreater Stoke-On-Trent Area, United Kingdom View → DJ Donald Johnston Dip Pfs Cert Cii (Mp And Er) Donald Johnston Dip Pfs Cert Cii (Mp And Er) Colleague at Quilter Financial AdvisersGreater Aberdeen Area, United Kingdom View → AH Adrian Hornett Llb, Dippfs Cert Cii (Mp) Adrian Hornett Llb, Dippfs Cert Cii (Mp) Colleague at Quilter Financial AdvisersLlanharan, Wales, United Kingdom View → DC Diana Christie Diana Christie Colleague at Quilter Financial AdvisersBirmingham, England, United Kingdom View → PR Philip Rudd Philip Rudd Colleague at Quilter Financial AdvisersBradford, England, United Kingdom View →
10 education records

Julie Soar education

Education record

Certsmp - Member Of The Society Of Mortgage Professionals

Education record

Ro1 - Financial Services, Regulation & Ethics

Education record

Ro7 - Advanced Mortgage Advice

Education record

Cf6 - Mortgage Advice

Education record

Cerer - Certificate In Equity Release

Education record

Ro5 Financial Protection

Education record

Cemap - Certificate In Mortgage Advice And Practice

Education record

Certrbcb - Certificate In Retail Banking Conduct Of Business

Education record

John Port School

Dipfa, Financial Planning And Services

Libf
FAQ

Frequently asked questions about Julie Soar

Quick answers generated from the profile data available on this page.

What company does Julie Soar work for?

Julie Soar works for Quilter Financial Advisers.

What is Julie Soar's role at Quilter Financial Advisers?

Julie Soar is listed as Financial Planner at Quilter Financial Advisers.

Where is Julie Soar based?

Julie Soar is based in Greater Derby Area, United Kingdom while working with Quilter Financial Advisers.

What companies has Julie Soar worked for?

Julie Soar has worked for Quilter, Quilter Financial Advisers, Derwent Financial Planning Ltd, and Halifax.

Who are Julie Soar's colleagues at Quilter Financial Advisers?

Julie Soar's colleagues at Quilter Financial Advisers include Sophia Twine, Luke Lally - Financial Adviser, Adam Holmes, Anne O'Flaherty, and Deborah Animasaun (Née Ige).

How can I contact Julie Soar?

You can use AeroLeads to view verified contact signals for Julie Soar at Quilter Financial Advisers, including work email, phone, and LinkedIn data when available.

What schools did Julie Soar attend?

Julie Soar studied at Certsmp - Member Of The Society Of Mortgage Professionals.

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