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INDEPENDENT
FINANCIAL
PLANNERS

CHARTERED  |   UNBIASED  |   UNRESTRICTED

ABOUT US

As a privately owned firm of independent advisers, we are not constrained by product, provider or solution, in contrast to a restricted adviser, who by definition may be limited in the scope of the advice or service they can provide.

Our Services

Long Term Care

Pensions

Protection

Savings & Investments

Long Term Care

Protection

Pensions

Savings & Invesntments

WE WORK WITH CLIENTS TO PUT TOGETHER A FINANCIAL PLAN, ENABLING THEM TO CREATE, GROW AND PROTECT THEIR WEALTH USING A RESPONSIBLE AND SUSTAINABLE INVESTMENT STRATEGY
‘OUR MISSION IS TO HELP YOU ACHIEVE A FULFILLING, IMPACTFUL LIFE BY ALIGNING YOUR MONEY WITH YOUR VALUES’
‘MY PRIMARY REASON FOR WHOLEHEARTEDLY RECOMMENDING SIMON IS HIS BASIC HUMANITY. HIS MOTIVATION IS TO PERSONALLY CARE FOR THE WELFARE OF HIS CUSTOMERS RATHER THAN SIMPLY CONDUCT A FINANCIAL TRANSACTION’
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LET'S TALK

Tel 01993 225022
Email enquiries@responsiblewealth.co.uk

Address
Wittas House,
Two Rivers,
Station Lane,
Witney,
West Oxfordshire,
OX28 4BH

Address
Elmfield House
New Yatt Road
Witney
OX28 1PB

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Telephone Number
01993 225022

Email Address
enquiries@responsiblewealth.co.uk

Simon Bray Wealth Management Ltd trading as Responsible Wealth Ltd. Authorised and regulated by the Financial Conduct Authority. Simon Bray Wealth Management Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 947126.

If you wish to register a complaint, please write to enquiries@responsiblewealth.co.uk or telephone 01993 225022.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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