Julie Pegg has joined the Rawlins Davy team to expand private client business.
She began her legal career after graduating from Nottingham Trent University (in psychology, sociology and English) and becoming a junior caseworker at the Crown Prosecution Service in the Midlands.
Julie explained: “I realised at the point that in the legal profession I could make a difference.”
Returning to Bournemouth she enrolled on a Post Graduate Diploma in Law course and graduated with a commendation.
In 2007 she qualified as a private client solicitor focussing on wills, probate and trusts.
Julie said: “Over the years, I have supported hundreds of clients with their personal and business affairs – from drafting Wills to guiding them through the minefield of planning for long term care.
“I have supported grieving families and made many a cup of tea and offered a listening ear.
“I have offered advice on complex Inheritance Tax issues and administered trusts. I always put my clients first and I take a proactive approach to find the best outcome for them, whilst supporting them in achieving their goals.
“I encourage them to see the ‘bigger picture’ and where needed, I actively work alongside other advisors such as independent financial advisors and accountants to maximise the best service for my clients.
“I pride myself on being approachable and I strive to offer a personable service at all times, especially in sensitive situations.”
She added: “To join an expanding firm during a period of uncertainty for so many companies in the current climate is a reflection of the firm’s ethos and drive to move forward.
“Being based in Poole Old Town offers the chance to be part of a thriving community and I am looking forward to meeting business owners that are starting as well as the local residents.”
Julie has a son aged 12 and stepdaughter aged 22. She supports AFC Bournemouth, and loves food and exploring beaches.
One of her key personal goals is to set up a ‘community skills swap cafe’ to give a safe space for all ages and members of the community to gather on Sunday afternoons, when people tend to be most lonely if they live alone.