Direct line: 01628 308 138
Office line: 01628 566446


Old Bray Financial, Weirbank Business Centre, Monkey Island Lane
Bray-on-Thames, Maidenhead, Berkshire, SL6 2ED

We like being a small business and we want it to stay this way and so do our clients. This means we are only able to work with a limited number of people and businesses. We only undertake expert 360 financial planning for our clients who have funds under servicing with us, i.e., we won’t undertake transactional business like mortgages for non-clients, for example.

In order to make the most out of using a Wealth Manager and to meet your long term financial goals, it is helpful if you meet at least one of the following criteria:

– You are a higher / additional rate tax-payer;

– You have over £300k+ of investable assets that you would like serviced by a finance expert (e.g. pensions and investments or cash to invest, etc.);

– You have enough disposable income to utilise your annual tax allowances.

– You have a successful business with substantial company capital to invest

If you would like a personalised wealth management experience from an expert who works with a capped number of affluent clients then please feel free to reach out. I would be delighted to hear from you.

Find us

    If you are unhappy with our service

    If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact:

    Quilter Financial Planning Complaints Department

    Riverside House
    The Waterfront
    Newcastle upon Tyne
    NE15 8NY


    Tel: 0191 241 0700

    You can find more information by visiting the Quilter Financial Planning website:

    If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (

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    A CContact Alex Cheema