Plan for tomorrow today!
I have 30+ years of experience helping clients prepare for the unknown while meeting their financial goals. and aspirations Ask about
As an independent business with a passion for your business I have the knowldege to access many different products so you can get the right products and services for you.
As I work alone my client list is small and special to me.
I will always initally meet face to face - with plenty of coffee and plenty of time to discuss your needs and whether I am able to assist and support you. My knowledge and experience is broad.
If it's tax advice you're looking for I am not the right person
(but I can proably point you in the right direction)
Every successful partnership starts with an excellent client relationship. My mission and values include exceeding your every expectation.
Call today to find out how and if I can suggest long- and short-term strategies that will help you realise your dreams.
Reach out with any questions or to set up a meeting ( throughout Wales, the Borders and even beyond! ) to discover the best path to fulfilling your goals and dreams
Julie Jones Min y Nant Cwm Llinau Machynlleth Powys Sy20 9NU
Email julie@mwbb.co.uk Call 07891923022
Monday - Thursday : 10am -2 pm
Friday & Saturday: By appointment
Sunday: Closed
(These hours are my ideal, and not rigid!!)
Remember We work to L:ive not Live to work
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