About Us

WB Wealth Protection Ltd is an Independent Financial Advice company based in the beautiful countryside of the Brecon Beacons National Park.

The company aim, under the leadership of William Bartholomew, is to help our clients try to achieve their long-term financial goals whilst ensuring they protect themselves and their families against the many obstacles that all too often can impede and impact on family life and the best-laid plans.
Whether your enquiry is of a personal or Corporate nature, it will be treated with the utmost Professionalism and every effort undertaken to ensure that your aims and goals are met with suitable advice and recommendations to try and fulfil those goals.

As an IFA company, any recommendations are made following research conducted from the whole of market for every product recommended, not just from a few Providers.

Following an in-depth analysis of a client’s current circumstances, their objectives and timescale to meet such objectives, a report is drawn up to set out the necessary recommendations to work towards those objectives.

Our aim is then to continue to monitor and build on our client working relationships via a regular review service and ensure their plans remain on track and suitable for them, as well as adapting to any change to the client’s circumstances. This review service can be incorporated under a service agreement or simply on a pay as you go basis, details for either option will be discussed at outset with new clients.

Throughout the whole process and relationship of any client using WB Wealth Protection Ltd, they can be assured of the very highest level of service and integrity because we care about and value your business.

Want to know more?

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