FAQs
We know that you’re likely to have some questions before contacting us. We’re happy to speak to you, but check here first as you may find the answer you want quickly.
Your questions answered
Here we’ve answered the most common questions we get asked, plus links to the right page so that you can get all the information that you need, fast.
Yes, Anne Wray IFA is a firm of professionally qualified Independent Financial Advisers.
Anne’s qualifications include the full Financial Planning Certificate (FPC), the Diploma for Financial Advisers (DipFA) and a current Statement of Professional Standing (SPS.) Additionally, Anne has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice, and has studied the techniques of George Kinder, founder of the Kinder institute of Life Planning.
Melanie is qualified to level 4 diploma in Financial Planning and level 3 certificate in Mortgage Advice and Practice.
We specialise in giving advice to the clergy and the Christian community, but we welcome the opportunity to work with all other clients.
We offer a FREE one-hour initial meeting which can be held in our office, online or by telephone.
In order to act in your best interests, we will provide an ongoing service, which is chargeable. Our on-going services include, but are not limited to, providing you with:
- Assessment of your circumstances and any changes to your plans that are needed
- Ongoing support with correspondence and administration
- Telephone and email support as required
- A yearly review of your current investments.
We can meet face-to-face in our office, online, by telephone or email.
We are authorised and regulated by the Financial Conduct Authority. You can also refer a complaint to the Financial Ombudsman Service if you think you were mis-sold a product or recommended something unsuitable.
SIGN UP TO
Join our mailing list
If you would like to hear about important news and information then please enter your details in the form below.
