| 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 |
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:
Insurance & Protection:
We are specialist Insurance Agents in Batley offering tailored advice in the following areas:
Looking for Mortages in Batley?
We partner with a number of reputable CeMap qualified advisers who can help with:
Estate Planning:
We offer Estate Planning Services including:
Commercial Finance:
If you need commercial finance we can help with access to:
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.
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.
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.
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.
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.
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).
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.
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.
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).
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.
Looking for a mortgage? Want to speak to someone about mortgage advice, we will refer you to one of our CeMap qualified mortgage advisers.
