“We have worked with Julia Booth for some 20 years since we were a start-up company operating out of a business centre. Over the period, Julia has advised and implemented our pension and insurance requirements as we have grown as a business. The team at Booth WM has stood by us as we have been acquired, bought ourselves back, downsized and grown again”

On both a professional and personal level, BWM continue to provide excellent, speedy and commercial advice. I continue to recommend them to my clients and friends, wherever financial advice is required to which I have only ever had positive feedback.

Julia was recommended by former colleagues of mine four years ago. The very fact she was recommended speaks volumes for her reputation. She was renowned as someone who was approachable, and therefore never judgemental when deadlines on investments loomed. Never one to shirk a phone call to remind me when something needed doing, and always willing to put herself out, and to have relevant advice on improving existing investment ideas due to known circumstances, or pointing out glaring omissions which may have seemed mundane, and therefore gone unnoticed by me, but were essential. From a personal point of view, I have found this approach to be very valuable, and profitable. Over the last three years I have been developing a new business, and therefore I have been less than the ideal client, but irrespective of this Julia still keeps in touch, still is interested in my business and family, and is very well supported by the rest of the team at BMW.