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Life Assurance Services , Financial Services, Mortgage Advisors , OFFERS, Wills , Financial Advisers, Funeral Plans, Home Insurance, Income Protection Insurance, Insurance Brokers in Batley

My Money Coach OFFER

FREE 30m Financial Coaching call - Quote YT01

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Opening hours

Mon 09:00 AM-05:00 PM
Tue 09:00 AM-05:00 PM
Wed 09:00 AM-05:00 PM
Thu 09:00 AM-05:00 PM
Fri 09:00 AM-05:00 PM
Sat 09:00 AM-12:00 PM
Sun Closed
  • Telephone: 01924 666910
  • Address :
    Stanley,
    Wakefield , WF3 4ND
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Get Money Fit with My Money Coach in Batley

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Julia Bradbury (FCCA) is Your Money Coach in Batley!

Hi, I’m Julia; a qualified accountant and mum to 2 grown up sons.  I have worked in finance for nearly 30 years and my entire career has revolved around money management. 

I qualified as a Chartered Certified Accountant in 1993 with a big 4 firm of Chartered Accountants whilst working in their small business unit. I then worked in public sector finance specialising in change management, before starting my own business in 2011 specialising in supporting people with financial problems.

Working with people in financial difficulty has made me aware that there is a massive lack of personal financial education and support available.  I realised that this was something I could help people address in an affordable and supportive way and that is why I started to My Money Coach.

My goal is to use my experience and knowledge to give you a financial MOT, de-mystify personal finance and equip you with the skills you need to take better control of your money and secure your financial future.

My Money Coach can help you become clearer on the following:

  • Financial Coaching
  • Financial Planning
  • Financial Guidance
  • Budgeting
  • Bill Switching
  • Investments
  • Wills
  • Mortgages
  • Insurance & Protection
  • Pensions
  • Debt Problems


Insurance & Protection:

We are specialist Insurance Agents in Batley  offering tailored advice in the following areas:

  • Income protection
  • Personal protection
  • Family protection
  • Life cover
  • Life insurance
  • Critical illness cover
  • Sickness cover
  • Mortgage protection
  • Mortgage insurance
  • Home insurance
  • Commercial insurance
  • Business insurance
  • Business loans protection
  • Buildings and contents insurance
  • Key man insurance
  • Public liability insurance
  • Professional indemnity cover
  • Plant and equipment insurance
  • Small fleet iInsurance
  • Accident cover
  • Private medical cover
  • Self Employment cover for Tradesmen


Looking for Mortages in Batley?

We partner with a number of reputable CeMap qualified advisers who can help with:

  • Residential Mortgages
  • Buy To Let Mortgages
  • Lifetime Mortgages
  • Equity Release Mortgages
  • Second Charges
  • Debt Consolidation


Estate Planning:

We offer Estate Planning Services including:

  • Will Writing
  • Lasting Powers Of Attorney
  • Funeral Plans


Commercial Finance:

If you need commercial finance we can help with access to:

  • Asset Finance
  • Tax & VAT Loans
  • Business Loans


Thoughtful and Caring:

At My Money Coach we know the importance of protecting your loved ones, your home and your future.

Our advisers provide a personal, friendly, service to tailor a plan to meet your budget and needs.

We provide FREE no obligation insurance reviews in Batley to make sure that you aren't paying too much for existing protection.

My Money Coach
  • services include:
    • Financial Planning in Batley:

      Get a full picture of how your wealth is set to change over time and see how on track you are to achieve your big financial goals. Get specific, personalised recommendations on what you should do to maximise your financial well being for every year until retirement Create new versions of your plan to explore different scenarios. When your circumstances change, get an updated plan to take account of your new situation.

    • Mortgages:

      Understand the different types of mortgages available and how they work whilst having access to a whole of market Mortgage Advisor who can answer your questions and search the whole market to get the most suitable mortgage to meet your needs at the best rate.

    • Investments:

      Understand the pros & cons of investing whilst exploring your attitude to risk and capacity for loss and make sure your portfolio reflects this. Also, learn how to manage your account on line to see how your investments are performing and make changes or withdraw your funds without fees at any time.

    • Wills in Batley:

      My Money Coach can provide a legally binding will (available at no extra cost as part of the package). You get access to an online service and can create the will at your own pace with expert help available if you need it.

    • Insurance and Protection:

      We will help you to understand the different Insurance and Protection products available and what products you should consider and suggest the right cover for your circumstances. That means the right type, right amount and making sure it will actually pay out in your circumstances. (Access to whole of market products).

    • Budgeting and Bill Switching:

      Get help with tracking your spending and analysing the results to identify the areas of spending that are higher than average and suggest ways that you could lower your monthly bills. Also, get our budgeting guide to help you understand more about budgeting and how to approach your day to day finances.

    • Pensions:

      Allow My Money Coach to forecast what level of income you can expect in retirement based on your current savings, investments and pension. We will show you how changing your pension contributions over time will impact your retirement income and help you find the best pension advice or management if you need it.

    My Money Coach - Only £249:

    Your Coach Julia will answer all your questions about finances (or refer you to trusted sources if you need regulated advice). She will present the pros and cons of your various options, keep you accountable. Julia will develop your personal financial plan and set actions to achieve your goals. (This package can also include a FREE Will).

    There For You When You Need It:

    Whilst Your Money Coach Julia is based in Batley and likes to meet her clients personally, especially around the Batley and surrounding areas she can also undertake coaching calls direct via telephone or Skype etc if further afield.

    Mortgage Advisers in Batley:

    Looking for a mortgage? Want to speak to someone about mortgage advice, we will refer you to one of our CeMap qualified mortgage advisers.

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    Reviews

    My Money Coach

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    (4 reviews)

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    SELECTED REVIEWS
      • P - Leeds 18 Nov 2019

        I have had a lot of problems dealing with my lender but Julia was able to help me to understand my situation better and come to a suitable solution by offering guidance and support in a very empathetic way.

      • Mike - Wakefield 18 Nov 2019

        My mortgage term was coming to an end and I didn’t know what to do. Julia helped explain my options and put me in touch with a lovely financial advisor who helped me find the best solution for me.

      • Marie - Wakefield 18 Nov 2019

        Julia has been helping me with my finances ever since she was sent to me by my mortgage company. She is very knowledgeable and is able to communicate in a way that makes things clear to me. She has helped me to budget and identify savings and made me see the benefits of getting insurance to protect my family. She regularly meets with me and holds me to account.

      • AW - Hull 18 Nov 2019

        Julia helped me to put my finances back in order after a major illness left me unable to work. I didn’t know where to turn and my mortgage company sent Julia to see me. At the time I had no income and Julia showed me what benefits I could claim, filled in the forms for me and even took me to the assessments. I am no back at work and debt free and could not have done this without her.

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