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.