Value proposition

Trusted financial planning firm providing tailored advice | 96% of our clients would recommend us 🤝

Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support.

Preserving wealth since 1984

We have an outstanding reputation for providing quality advice to everyone who walks through our doors.

Working to help people from a variety of backgrounds with:

➡️ Inheritance tax planning

➡️ Retirement planning

➡️ Lifestyle financial planning

➡️ Investing and building wealth

The importance of a plan

We create a tailored strategy to see you through every stage of life. Whether you’re still accumulating wealth, preparing for retirement, or thinking about passing down wealth, we will help you.

We are here to help you navigate life’s challenges, one decision at a time.

Above all, it’s our clients’ opinions that matter the most

We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel.

✅ 96% of our clients would recommend us to friends, family or work associates

✅ 100% believe working with us has helped to achieve their financial goals

✅ 99% were satisfied that we understood their needs, goals and objectives

Contact us

Got a question for our team? We’d love to hear from you.

📧 Email us: info@braywealth.com

☎️ Call us: 01276 855717

📝 Fill out a form on our website: braywealth.com/contact

🏢 Or if you’d rather talk in person, pop in and see us:

The Courtyard,
63-65 High Street
Chobham, Surrey
GU24 8AF

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Financial Planning, Investment Planning, Retirement Planning, and Estate Planning