Welcome to WB Wealth Protection

William Bartholomew is an experienced financial adviser providing financial advice to individuals and businesses in Powys and the local area.

Here to help you

My aim is to help individuals and businesses to achieve their financial goals. My approach is straightforward. You tell me about your current situation and about your financial objectives and when you want to achieve them. I develop a practical plan designed to help you meet those objectives. I’ll discuss the plan with you and agree on the course of action you want to take. Whilst the final decisions are of course yours, I’m here to help and guide you with jargon-free advice both now and in the future.

Our Services

Contact us

07891 686763

Email us

Want to know more?

Call us for a friendly chat on 07891 686763 or email: bill@wbwpltd.com