About the Business
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 eighteen 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.
Location & Hours
3 Heapey Road
