MEET THE TEAM
We have a close knit team that have worked together for over five years but have each personally worked in financial services for over 20 years.
This experience is invaluable in not just building a close bond as a team but also the vast experience gained in the ever-changing financial services industry in working with many different clients, each at different life stages.
Simon Bray
Director And Chartered Financial Planner
Simon will work
closely with you to ensure your wealth management plan remains on track to meet
your goals. Simon is a Chartered Financial Planner and Fellow of the
Personal Finance Society. Simon is also a member of the Society of Later
Life Advisers, specialising in later life advice.
OUR ACCREDITATIONS
When it comes to your money, ensuring you receive advice from the best qualified adviser should be your minimum requirement.
We are proud of our accreditations and pleased to support new and existing clients, drawing on our vast experience gained over the last 25 years.
CHARTERED FINANCIAL PLANNER
Chartered status is a symbol of technical competence. It demonstrates that you are at the forefront of your profession and serves as a mark of trust with consumers, employers and business connections. As a Chartered body of more than a century’s standing, the Chartered Insurance Institute grants Chartered titles to individuals and organisations that meet strict qualifying criteria and adhere to a Code of Ethics.
FELLOW OF THE PERSONAL FINANCE SOCIETY
Fellowship is the highest membership level of the Personal Finance Society and regarded as the premier designation for those working in the insurance and personal finance profession.
SOCIETY OF LATER LIFE ADVISERS
All SOLLA later life advisers specialise in the financial needs of older people. Professional qualifications, whilst essential, do not always give a full picture of an adviser’s experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time.
RETIREMENT ADVICE STANDARD
The SOLLA Retirement Advice Standard is an independent standard for financial advisers who specialise in understanding the needs of people at, and in, retirement.
