Your
Journey
Our five-stage approach builds a clear understanding of your needs and wider financial goals, with a plan for how to get you there.
1. Getting to know you
We start with an initial meeting, held at our expense. This is where we introduce ourselves and explain how we’d like to work with you. It’s a chance for both of us to get to know each other and decide if we can make an impact on your life.
2. Understanding and analysis
Once we have agreed to work together, we will collect all relevant personal and financial information and establish your attitude to risk. We assess your current position and how you have arrived there, with the intention of making a recommendation on the type of products that will best suit your needs.
3. Designing your strategy
Having completed the preparation work, we will go away and prepare a personal report and recommendations. From there, we can set out different strategies that will be used to get you where you want to be. We will only recommend products or services that are suitable for you.
4. Implementing your plan
We will present our recommendations to you, and then agree on what you would like us to implement to meet your needs and objectives. We will help you complete any relevant applications and keep you informed as we go through the implementation stage.
5. Regular reviews
We aim to build long-lasting, trusted relationships with all of our clients, so if you choose, we’ll meet with you on an ongoing basis to assess your strategy and implement the next steps in your plan. We will review your arrangements to ensure that they continue to match your goals.
1. Getting to know you
2. Understanding and analysis
3. Designing your strategy
4. Implementing your plan
5. Regular reviews
The importance
of planning
- A financial plan keeps you focused on what matters most to you and encourages you to work towards a set of life goals
- It enables you to make better use of your money and prepares you for anything that comes your way in the future.
What our clients say
We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel.
96 %
Of our clients would recommend us to friends, family or work associates
100 %
Believe working with us has helped to achieve their financial goals
99 %
Were satisfied that we understood their needs, goals and objectives
Copyright © 2024 Bray Wealth
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. Z304124X. Registered Office at Bray Wealth Management, The Courtyard, 63-65 High Street, Chobham, Surrey, GU24 8AF.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
Approved by The Openwork Partnership on 08/08/2023
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