WBR Group (WBR), the independent provider of SSAS services and tax experts, has appointed Julie Sebastianelli as a Non Executive Director. Julie brings a wealth of experience in the high net worth (HNW) sector and will play a crucial role in enhancing the strategic direction of WBR Group.
Julie Sebastianelli has held a number of senior roles within the financial services industry, such as Deloitte and Brown Shipley. She was also a shareholder and Board Director at Hurley Partners, and most recently, a Wealth Management Director at Mattioli Woods, a position she held until April 2024.
Julie’s extensive expertise spans SIPP and SSAS pensions, complex financial planning, inheritance tax (IHT) and estate planning, and a wide range of tax related areas. Renowned for her ability to simplify complex financial matters, she has earned a reputation for delivering trustworthy guidance in clear, understandable terms that resonate with clients.
Julie’s appointment marks a significant step forward for WBR Group as it continues to strengthen its leadership team with experienced professionals who bring diverse insights and expertise.
Tom Moore, CEO, WBR Group said: “We are really pleased to welcome Julie to our Board. She is already well-known to many of the team here and her exceptional track record and expertise in wealth management and financial planning will be invaluable as we strive to enhance our service offerings and continue our growth trajectory.
“Julie’s ability to communicate complex financial strategies in a way that clients can easily understand aligns perfectly with our commitment to delivering unparalleled client service.”
Julie Sebastianelli said: “I am excited to join WBR Group at such a pivotal time in the company’s growth. The opportunity to contribute to a firm that shares my commitment to client centric, transparent service is one that I greatly value.
“I look forward to working with the Board and the management team, leveraging my experience to help drive WBR Group’s strategic objectives forward.”
