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.
Simon is a Chartered Financial Planner, a Fellow of the Chartered Insurance Institute and an Endorsed Later Life Adviser by the Financial and Legal Skills Partnership.
Simon’s commitment to ongoing professional development provide existing and future clients with the reassurance and confidence that they are receiving advice from one of the most qualified professional advisers in the country.
Julie joined the Practice in July 2016 after 20 years working in the insurance industry, bringing valuable experience in managing a team focussed on delivering first class customer service. In describing her new role Julie says "I am committed to providing an excellent level of bespoke customer service to each of our clients, and believe every one of our clients deserves to receive the best experience possible when dealing with Simon Bray Wealth Management Ltd"
Celia joined the Practice in February 2015 after 23 years working in the banking industry, bringing valuable experience in managing client relationships and delivering first class customer service. Celia works with Julie as the first point of contact for client enquiries and supports Simon, Paul and Stuart with client communications.