Vesta Wealth

Julia Barnes
Director

Tel: 01228 210 137
Email: [email protected]

Based at:
Vesta Wealth Limited
Minerva House
Port Road Business Park, Carlisle, Cumbria, CA2 7AF

Overview

Julia began employment with an accountancy practice in West Cumbria where she helped develop their financial services division before joining InvestAcc Group in 1998.

Specialising in Self Invested Schemes, she was instrumental in us gaining HMRC Pensioneer Trustee status, the establishment of our Pensions Department and the launch of our own SIPP. In 2002 she became Director and Company Secretary and now devotes most of her time to the daily management and running of the Company.

Outside of work she likes to travel, is a huge Formula 1 fan and a bad golfer!

Areas of expertise

  • Director and Company Secretary

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Nick Gardner
Managing Director

01228 210 137
07801 793 040
[email protected]

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Gary Mirfin
Director

01642 917 106
07831 653 530
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Nigel Bennett
Chartered Financial Planner

01228 210 137
07557 524 431
[email protected]

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