Financial Advisors
Anne Wray Independent Financial Adviser
Anne Wray Independent Financial Adviser is a company based in Chorley, England. They specialize in providing financial services and advice to their clients as independent financial advisors.
Introduction to Anne Wray Independent Financial Adviser
Anne Wray Independent Financial Adviser is a company founded with the aim of providing quality financial services to individuals and businesses. The company has a rich history of over 30 years of experience in the industry, and it prides itself on being independent, meaning they are not tied to any specific financial institution. This independence allows the company to offer unbiased advice and recommendations tailored to the specific needs of each client. What sets this company apart is their personalized approach to financial planning, taking into account the unique circumstances and goals of each client.Services & Products
Anne Wray Independent Financial Adviser offers a range of financial services, including retirement planning, investment advice, tax planning, and estate planning. The company also offers financial advice for businesses, including employee benefits and pension schemes. Clients can expect a personalized approach to financial planning, with a focus on achieving their specific financial goals.Location
Anne Wray Independent Financial Adviser is located in Chorley, a town in Lancashire, England. The area is known for its historic buildings and picturesque countryside, making it a popular destination for tourists. In addition to financial services, visitors to Chorley can expect to find a range of shops, restaurants, and pubs. The company is conveniently located near several public transportation options, including the Chorley train station, which is just 0.8 miles away, and several bus stops, including the Union Street bus stop, which is just a 2-minute walk from the company's location.Benefits
Clients should choose Anne Wray Independent Financial Adviser for their personalized approach to financial planning. The company takes the time to understand each client's unique circumstances and goals, tailoring their advice and recommendations accordingly. Additionally, the company's independence allows them to offer unbiased advice, free from the influence of any specific financial institution. Clients can expect a high level of expertise and professionalism from the company's experienced team of financial advisors.Good to know
Clients should be aware that Anne Wray Independent Financial Adviser is an independent company and is not affiliated with any specific financial institution. This means that the company's advice and recommendations are free from any bias towards a particular product or service.Reviews
Customers have consistently praised Anne Wray Independent Financial Adviser for their professionalism and expertise. Clients appreciate the company's personalized approach to financial planning, with many noting that the company took the time to understand their unique circumstances and goals. Overall, customers have had a positive experience working with Anne Wray Independent Financial Adviser, citing the company's expertise, professionalism, and personalized approach as major factors in their satisfaction.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At Anne Wray Independent Financial Adviser, we have been providing financial advice for over 20 years. Our team of experienced advisers have a wealth of knowledge in the industry, and are dedicated to providing the best possible service to our clients.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the advice required. We always provide a clear breakdown of our fees at the outset of any advice, and we aim to be competitive and transparent in our pricing.What types of financial products do you offer?
We offer a wide range of financial products, including pensions, investments, mortgages, life insurance, and more. Our advisers are experienced in providing advice on a range of financial products, and will work with you to determine the best options for your individual needs.How do you determine the best financial strategy for your clients?
We take a holistic approach to financial planning, taking into account your individual circumstances, goals, and risk appetite. Our advisers will work with you to understand your needs and objectives, and will develop a tailored financial strategy that is designed to help you achieve your goals.Can you provide references from satisfied clients?
Yes, we are happy to provide references from satisfied clients. We are proud of the level of service we provide, and we believe that our clients are the best advocates of our work. Please contact us if you would like to receive references from our satisfied clients.Reviews
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Jacky Lawrence
Very friendly and helpful . Clear helpful advice given.
28-11-2022
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Marybeth Turner
28-05-2020
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Gaming with Fred
We dealt with Mel - Great service. Me and my wife were first time buyers and she made the whole process easy to understand and got us the best deal possible. Would highly recommend.
28-05-2016
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Philip Dobson
Not only were the whole team professional and insightful; they really helped me at very difficult time and pointed the way to a well funded retirement. cannot think what the reviewer who only gave one star was thinking!
28-05-2014
