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.