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. 

JULIE HOPKINS

Client Service Manager

Julie is your day to day point of contact to assist with administrative queries and will support Simon in working closely with you.  Julie has been working with Simon for over 5 years.

CELIA PALMER

Client Service Assistant

Celia is responsible for ensuring our administration systems are updated and reflect your current circumstances. Celia is a longstanding member of the team and has worked with Simon for over 10 years.

SUSANNAH GAHAN

Paraplanner

Susannah works closely with Simon to help document the technical aspects of all the advice we give to you. Susannah has been working with Simon for over 5 years.

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.

SIFA

Many aspects of later life planning involve both legal and financial considerations, and the best way of ensuring that you receive impartial advice is to consult solicitors who work with trusted financial advisers whose firms are listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.