Our Company

Anne Wray is a firm of professionally qualified Independent Financial Advisers. We specialise in giving advice to clergy and charitable organizations. We also welcome the opportunity to work with all other clients. For over fifteen years we have given advice to clients on a wide range of subjects from pensions and investments to mortgages and life assurance.

Our approach involves listening carefully to each client’s needs, considering their desired lifestyle, then offering no- jargon solutions appropriate to their personal circumstances. In addition to the qualifications required to be an Independent Financial Adviser, Anne has recently undergone additional training. Anne has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice. Anne has also studied the techniques of George Kinder, founder of the Kinder institute of Life Planning.

We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.

As independent Financial Advisers, Anne Wray can provide advice on products from across the whole market.  It is only with access to such choice that we can recommend the most appropriate product for each of our clients.

Clients can also choose how we are paid and whether or not we receive commission from the provider. They can therefore also be sure that they are receiving truly impartial advice.