Bray Wealth Management - Woking

Bray Wealth Management: Una empresa de gestión financiera de confianza

Con sede en Chobham, Woking, GU24 8AF, Reino Unido, Bray Wealth Management es una empresa de gestión financiera que ofrece servicios de planificación financiera a individuos y familias. La empresa cuenta con un equipo de expertos en finanzas que trabajan estrechamente con sus clientes para entender sus necesidades y objetivos financieros y desarrollar planes personalizados para alcanzarlos.

Características y especialidades

Bray Wealth Management se destaca por su enfoque personalizado y profesional. Sus especialidades incluyen la planificación financiera, la inversión, la retiro y la planning de sucesiones. La empresa también ofrece una variedad de productos y servicios, incluyendo planes de pensiones, fondos mutuos y inversiones en bienes raíces.

Ubicación y acceso

La sede de Bray Wealth Management se encuentra en Chobham, Woking, GU24 8AF, Reino Unido. La empresa es accesible para personas con discapacidad, con un estacionamiento y una entrada y un baño accesibles para personas con discapacidad.

Información recomendada

Para obtener más información sobre Bray Wealth Management, puede visitar su sitio web en braywealth.com o llamar al 127 685 5717. La empresa también recomienda hacer una cita previa para discutir sus necesidades y objetivos financieros con uno de sus expertos en finanzas.

Opiniones y calificaciones

Bray Wealth Management ha recibido opiniones muy positivas de sus clientes, con una media de calificación de 5/5 en Google My Business. Los clientes han elogiado a la empresa por su profesionalismo, conocimiento y atención al cliente. Algunos clientes han mencionado que han recomendado la empresa a sus amigos y familiares.

Detalles de contacto

Address: 63 High St, Chobham, Woking GU24 8AF, Reino Unido

Phone: 127 685 5717

Website: braywealth.com

Specialties: Financial planner

Otras características: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended

Por qué elegir Bray Wealth Management

Bray Wealth Management es una empresa de gestión financiera de confianza que ofrece servicios personalizados y profesionales. Con un equipo de expertos en finanzas y una variedad de productos y servicios, la empresa está equipada para ayudar a sus clientes a alcanzar sus objetivos financieros.

👍 Reviews of Bray Wealth Management

Carolyn M.

5/5

We have used Bray Wealth for a considerable number of years, along with several members of our family. We have always found our advisor, Nick Swartout, to be knowledgeable, professional, friendly and helpful and we feel he has our best interests at the forefront of every conversation we have. We feel that our finances are safe with him and have happily recommended Nick and the company to other friends, who have taken the advice and from what they say, are also happy with the service they receive.

Sam B.

5/5

I had a great experience getting mortgage advice from Geoff. From the start he was attentive and knowledgeable, and I have no doubt I have saved money by securing the best possible rate for my circumstances. As a first time buyer the house buying process can be stressful and I am really happy I decided to go with Bray and Geoff. Highly recommend.

Nicola I. M.

5/5

John Findlay of Bray Wealth Management was recommended to me and has been my financial advisor since 2018. Having never invested before, I greatly appreciated the time John took to discuss the different investment possibilities and review the best plans for my money. He made sure I understood the options available to me and with his expert guidance, I chose a number of investment methods at a level of risk I am comfortable with. I have long-term investments that have grown in value. I have confidence in John's financial guidance.

Jenny P.

5/5

I have used Bray Wealth Management for over 40 years and would recommend them to anyone wanting a trusted financial advice. A++

pauline H.

5/5

Nick Swartout at Bray Wealth has been exceptional at assisting us with all our financial planning needs for many years now. It’s a big comfort to know that they are looking out for your finances with their knowledge and expertise. We have regular check ins to ensure we are doing all we can to keep our future on track. The advice and service there is always superior and we wouldn’t trust our finances with anyone else. Thank you to Nick and the Bray team long may it continue.

Jane W.

5/5

From the very outset, John at Bray in Chobham made us feel valued and comfortable. All our questions were answered fully and he made sure we understood the implications of our decisions. Follow-up communication was always prompt and clear. The advice he gave was always mindful of our needs and he never pushed us to made a choice between one investment and another. At each meeting, we spent time going through things carefully and he checked that he had understood our situation and preferences. With regard the actual investment advice, it is too early to tell yet as the fund has only just been set up but I have every confidence that his advice will prove to be sound.

Patric D.

5/5

I've been a client of Bray Wealth for some years. Initially, I was managed by Ken himself, but since his demise, by Nick Swartout.
Historically, I have had bad advice from many different providers, so I was quite suspicious when i first started to deal with Ken and the team. But he and Nick have done more than enough to earn my complete trust and I now have every confidence in their advice.
I must also mention the support team. Katie and Alison have been at the firm for meny years and they are very professional. Things just run like clockwork.

G.B

5/5

Nick Swartout at Bray Wealth Management has been our financial advisor for over 10 years. During this time we have been impressed by his friendly, caring and professional advice, which has given us peace of mind regarding our finances. We have recommended him to several friends over the years would do the same to anyone looking for good financial advice.