A Partner Practice of St. James's Place Wealth Management
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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.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

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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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.