Bray Wealth Management
Bray Wealth Management is a family-run financial planning firm that has been providing advice since 1984. They assist clients with financial challenges.
- Estate planning
- Wealth management
- Retirement planning
- Lifestyle financial planning
Locations
Digital Popularity
Available on
Competitors
Yellowtail Financial Planning provides tailored financial planning and wealth strategies for individuals and families in the UK.
Company Details
Bray Wealth Management is operated by Bray Wealth Management Limited and is a Active company incorporated on 7 February 2012 with the registered office located in Woking, Surrey. Bray Wealth Management Limited was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
8
Turnover
Unreported
Total Assets
£572.2K
Cash in Bank
£569.82K
Total Liabilities
-£82.91K
Teams
7
4
4
2
Director • Joined Aug 2005
Senior Financial Planner • Joined Jan 2010
Operations Manager At Bray Wealth Management • Joined Oct 2024
Technical Administrator • Joined Apr 2019
Technical Administrator • Joined Aug 2024
Financial Planning Consultant • Joined Jul 2015
Financial Planning Consultant • Joined Aug 2023
Director • Joined Aug 2005
Senior Financial Planner • Joined Jan 2010
Financial Planning Consultant • Joined Jul 2015
Financial Planning Consultant • Joined Aug 2023
Technical Administrator • Joined Apr 2019
Technical Administrator • Joined Aug 2024
Senior Financial Planner • Joined Jan 2010
Operations Manager At Bray Wealth Management • Joined Oct 2024
Financial Planning Consultant • Joined Jul 2015
Financial Planning Consultant • Joined Aug 2023