Roger

Hi, I’m Roger Binks, and this is my wife, Gill. We’ve been clients of Bray Wealth Management for about 10 years, and our adviser is Nick.

Gill

We have twins, so it was important for us to make sure that our finances were safe and secure and that we were planning for the future.

Roger

We found Bray Wealth Management through some friends of ours. In fact, the founder, Ken Bray, and his wife, Lucie, had twins on the same day that we did, so we had a slightly different bond from the beginning, and we’ve been talking about everything ever since, including our finances.

Gill

Nick has understood our requirements; he’s understood what we need as a family, and I think that’s really helped Nick be able to give us the best financial advice, both to Roger and myself and to us as a family. So, that understanding of what we want to achieve is really important.

Nick and the team at Bray Wealth have been able to help us out with our pensions. We both have lots of corporate pensions from the various roles that we’ve held over the years, and so where we’ve consolidated those or kept them with the original companies, for example, that advice has been second to none. But also, mortgage advice, life insurance advice, and that future planning piece: whether we want to continue to work until we’re 65 or retire early, and what does that look like for us?

Roger

Working with Bray Wealth makes me feel like I can pick up the phone or drop them an email anytime and get a very quick response to whatever it is I’m asking for and the advice that I need. If I’m making decisions, whatever they are, sometimes we just ask for answers around basic financial decisions that we’re thinking about making, but they’re always there, on email or phone, and they respond pretty quickly.

Gill

Through working with Bray Wealth, I feel secure and safe about our financial future. I feel that we have a plan, and that’s important for me. I’m quite an organised person, so having a plan for our future is really important to me.

Roger

The three words I’d use to describe Bray Wealth are “family”, “trustworthy”, and “expert”.

Gill

The best thing about working with Bray Wealth at the moment is peace of mind in the current economic climate. I think it’s really important that we’ve got security and that we know that our finances are being looked after.

Roger

I’d recommend Bray Wealth. In fact, I have recommended them to many people already, and I know they are now Bray customers because of the service we’ve got, the security that we now have, and the advice that we constantly get, but also because we trust them, and we can pick up the phone anytime, and they’ll help us.