At the Financial Planning Practice Ltd we aim to offer a personal, bespoke and professional service to each of our clients. Our team of advisers and support professionals have over the years developed an individual tailor made service to provide for every client's financial planning requirements. Julia Constable-Jones is a director and a financial planner of The Financial Planning Practice Ltd.
Julia qualified as a financial adviser in 1995 and has since pursued her career to be well-equipped for the ever changing demands of the financial services landscape. Julia has an unique style whereby the client is encouraged to discover and explore their core values and prioritise their financial goals.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - 21-25 West End, Llanelli, SA15 3DN
01554 771017
Business Name
The Financial Planning Practice
Services Offered
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