Bray Wealth Management Limited
John Findlay possesses extensive experience in the financial services sector, currently serving as a Financial Planning Consultant at Bray Wealth Management since July 2015, where holistic financial planning is provided to clients. Prior roles include Financial Advisor at Romans Group, focusing on whole of market mortgage advice (October 2014 - June 2015), and Business Protection Specialist at Lloyds Bank, where Business Protection Advice was tailored for self-employed clients (January 2012 - September 2014). Earlier experience includes serving as a Registered Mortgage Adviser at Cheltenham and Gloucester from May 2007 to June 2011. John Findlay holds a 2:1 BA (Hons) degree in History from the University of Reading, completed in 2006, and attended Slough Grammar School.
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Bray Wealth Management Limited
Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support. ๐ฃ๐ฟ๐ฒ๐๐ฒ๐ฟ๐๐ถ๐ป๐ด ๐๐ฒ๐ฎ๐น๐๐ต ๐๐ถ๐ป๐ฐ๐ฒ ๐ญ๐ต๐ด๐ฐ We have an outstanding reputation for providing quality advice to everyone who walks through our doors. Working to help people from a variety of backgrounds with: โก๏ธ Inheritance tax planning โก๏ธ Retirement planning โก๏ธ Lifestyle financial planning โก๏ธ Investing and building wealth ๐ง๐ต๐ฒ ๐ถ๐บ๐ฝ๐ผ๐ฟ๐๐ฎ๐ป๐ฐ๐ฒ ๐ผ๐ณ ๐ฎ ๐ฝ๐น๐ฎ๐ป We create a tailored strategy to see you through every stage of life. Whether youโre still accumulating wealth, preparing for retirement, or thinking about passing down wealth, we will help you. We are here to help you navigate lifeโs challenges, one decision at a time. ๐๐ฏ๐ผ๐๐ฒ ๐ฎ๐น๐น, ๐ถ๐โ๐ ๐ผ๐๐ฟ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐โ ๐ผ๐ฝ๐ถ๐ป๐ถ๐ผ๐ป๐ ๐๐ต๐ฎ๐ ๐บ๐ฎ๐๐๐ฒ๐ฟ ๐๐ต๐ฒ ๐บ๐ผ๐๐ We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel. โ 96% of our clients would recommend us to friends, family or work associates โ 100% believe working with us has helped to achieve their financial goals โ 99% were satisfied that we understood their needs, goals and objectives ๐๐ผ๐ป๐๐ฎ๐ฐ๐ ๐๐ Got a question for our team? Weโd love to hear from you. ๐ง Email us: info@braywealth.com โ๏ธ Call us: 01276 855717 ๐ Fill out a form on our website: braywealth.com/contact ๐ข Or if youโd rather talk in person, pop in and see us: The Courtyard, 63-65 High Street Chobham, Surrey GU24 8AF ๐ด๐๐๐๐๐ฃ๐๐ ๐๐ฆ ๐โ๐ ๐๐๐๐๐ค๐๐๐ ๐๐๐๐ก๐๐๐๐ โ๐๐ ๐๐ ๐ท๐ท-๐๐-๐๐๐๐