Accreditations
It’s a great feeling when our team is rewarded for all their hard work. This is what our accreditations mean for you as a client.
NICK’S CHARTERED FINANCIAL PLANNER STATUS
Nick, one of our directors, holds the Chartered Financial Planner title, which is the most widely accepted “gold standard” qualification available for professional financial planners.
Awarded by the Chartered Insurance Institute (CII), it shows that you are choosing a financial planner who has made a public commitment to professionalism. Nick must maintain standards of excellence in qualifications, ethics, business practices and professional development.
CHARTERED FINANCIAL PLANNER OF THE YEAR FINALIST
In the 2023/2024 Personal Finance Awards, run by the Personal Finance society, Nick was a finalist in the Chartered Financial Planner of the Year award. Recognised as the flagship award for financial planners, and requiring three stages of judging, Nick’s inclusion in the final three nominees demonstrates his standing as being amongst the best in the Financial Planning profession.
WE’RE A TOP RATED FIRM
We have been included in the VouchedFor Top Rated Guide, distributed by the Times, as a Top Rated Firm. VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. We’re delighted to have been included in the guide for the second year. Better yet, we’re still the only Top Rated Firm in Chobham.
ADVISER FIRM OF THE YEAR FINALIST
We were honoured to be included as finalists in the Professional Adviser Awards 2024 lineup for Adviser Firm of the Year – South East. The Professional Adviser Awards are one of the biggest accolades in the Financial Advice sector and recognise the achievement of the best firms across the country.
NICK IS A SOLLA ACCREDITED LATER LIFE ADVISER
Having been developed over a number of years, the Later Life Adviser Accreditation (LLAA) has now become established as the Gold Standard for those advising in the later life market. Nick’s accreditation further exemplifies our long-standing commitment to the highest quality of service for our clients.
How does it benefit you?
- You can be confident Nick demonstrates the highest level of technical knowledge and will only provide you with quality and up-to-the-minute advice
- Rest assured knowing that your best interests are at the forefront of everything we do as a firm and as individuals
- Nick has publicly pledged to put your interests first, so you can be certain that the advice you’re receiving is of the highest standard.
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Bray Wealth Management is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Bray Wealth Management is registered in England and Wales no. 07938560. Registered Office at Bray Wealth Management, The Courtyard, 63-65 High Street, Chobham, Surrey, GU24 8AF.
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Approved by The Openwork Partnership on 08/08/2023
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