Welcome to Anne Wray, Independent Financial Advisers

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

YOU are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01257 233023 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

 

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  • Investments

    When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account....

    Read More
  • Mortgages

    Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should ...

    Read More
  • Pensions

    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

    Read More

Our Areas of Expertise

Wealth Management
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introduction-to-wealth-management
Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Business Insurance
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introduction-to-business-insurance
All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably.
Equity Release
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introduction-to-equity-release
There is a range of equity release schemes available on the market offered by reputable equity release providers, and they fall into two main categories, Lifetime Mortgages and Home Reversion Plans.
Financial Planning
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introduction-to-financial-planning
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions
Household Insurance
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household-insurance
There are two types of household insurance - buildings and contents. They are separate entities and you can either search for two individual policies, or buy them as a joint policy from one source, which is a 
Health Insurance
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introduction-to-health-insurance
Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family.
Life Assurance
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introduction-to-life-assurance
The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you.
Mortgages
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introduction-to-mortgages
Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs
Pensions
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introduction-to-pensions
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance
Savings & Investments
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introduction-to-savings-and-investments
When someone talks about savings and saving money, it could be referring to a piggy bank or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts, term bonds etc.
Taxation
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introduction-to-taxation
Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser

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