About Simon Bray

Simon Bray

BA FPFS

Simon is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and an accredited Later Life Adviser by the Society of Later Life Advisers. Simon’s commitment to ongoing professional development provides Private and Business clients with the reassurance and confidence that they are receiving advice from one of the most qualified professional advisers in the country

About

Simon established Simon Bray Wealth Management Ltd in May 2012, after 13 years of being employed by large financial institutions with the desire to create an owner managed business that would deliver bespoke, clear and concise financial solutions to private individuals, families, businesses and trustees.

Testimonials

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Simon is the antithesis of an archetypal financial adviser. He is not loud, brash and over persuasive. Instead, he is quiet, unassuming and understated. He listens carefully and exudes knowledge and trustworthiness.
Anna Bruce-Jones
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Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Simon Bray Wealth Management Ltd is registered in England and Wales, Number 08520020. Registered Office: 12 Orchard Court Heron Road, Exeter, EX2 7LL.