Old Bray Financial Ltd
Associate
Chartered Financial Adviser
Weirbank Business Centre, Monkey Island Lane
Bray-on-Thames,
SL6 2ED,
United Kingdom
01628566446
- Offers fixed fee interview
- Offers free advice
I advise and help clients grow and protect their assets, and work with individuals, families and businesses across the whole of Berkshire, Surrey, Oxfordshire and South Buckinghamshire.
I am a Chartered Financial Planner (CFP), have a Master’s degree in Financial Risk Management, Bachelor’s and Master’s degrees in the sciences, and am continually studying for ongoing professional qualifications with the CII (Chartered Institute of Insurers). I also hold the Final Salary Pension Qualification and advise on these types of pensions regularly.
Before becoming a financial adviser and wealth manager, I worked as a front of office investment banker for a major bank in the City of London. Having had extensive experience working in the financial markets I am well positioned to advise on all matters relating to pensions & investments, which is an area I specialise in.