Simon Bray

Restricted Adviser for older people and their families

What does it do?

I am a restricted Adviser to older people and their families.

I do this in whichever way suits my client - in their home or at my office.

My particular specialisms are:

  • Paying for care
  • Equity Release
  • Inheritance tax planning
  • Pensions planning
  • Savings and investments planning
  • Financial Advice for Disabled Adults & Parents of Children with Disabilities

Who it is for?

Older people and their families.

Where it is available?

Local service serving within 25km of OX284BH.

What it costs:

I charge a fee and commission for my services, and will provide a quotation before starting any chargeable work.

How to access or apply for it:

Please phone or email me, as above.

Additional information:

My membership of SOLLA, the Society of Later Life Advisers, means that I am accredited by the Society and bound by its Code of Best Practice.

Equity Release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 

Simon Bray Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products

Classification(s):

Info last updated:

20/07/2021
Provider
Simon Bray Wealth Management Ltd, Wittas House, Station Lane, Witney, Oxfordshire, OX28 4BH