Simon Bray Wealth Management Ltd is a Partner Practice of the award winning St. James's Place Wealth Management – this enables clients to receive personal, face to face advice from a local company but with the reassurance and backing of a FTSE 100 organisation.
Our focus has always been to maintain long term, trusted relationships with our clients. Over the years we have found that while many clients share similar concerns, all clients need individual solutions to their problems. Many have received financial advice in the past; however in my experience the overwhelming feeling they have is that advice can be fragmented, complicated or perhaps no longer relevant. With ongoing changes to the regulation and delivery of financial advice, we believe that clear and concise personal advice, delivered in plain English by an adviser you can trust is essential.
As a Partner Practice, we have over 75 years’ experience in the ever changing financial services industry and draw on this considerable knowledge and expertise in advising private and business clients in all aspects of financial planning. As a Member of the Society of Later Life Advisers (SOLLA) we are also accredited to provide specialist Later Life advice on care fees planning.