Simon Bray Wealth Management - Witney
Address: Two Rivers Industrial Estate, Wittas House, Station Ln, Witney OX28 4BH, United Kingdom.
Phone: 1993225022.
Website: responsiblewealth.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Simon Bray Wealth Management
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Simon Bray Wealth Management: A Comprehensive Overview
For individuals and families seeking a dedicated and ethically-minded financial planner, Simon Bray Wealth Management presents a compelling option. Located in Witney, Oxfordshire, the firm offers personalized advice and services designed to help clients achieve their long-term financial goals while prioritizing responsible investing.
Location and Contact Information:
Address: Two Rivers Industrial Estate, Wittas House, Station Ln, Witney OX28 4BH, United Kingdom.
Phone: 1993225022
Website: responsiblewealth.co.uk
Specialties and Services:
Simon Bray Wealth Management specializes in providing comprehensive financial planning services. Their core focus revolves around:
Retirement Planning: Developing strategies for a comfortable and secure retirement.
Investment Management: Constructing diversified investment portfolios aligned with individual risk tolerances and objectives. They emphasize ethical investing and sustainable practices.
Tax Planning: Identifying opportunities to minimize tax liabilities and maximize returns.
Estate Planning: Assisting clients in structuring their affairs for efficient asset transfer and inheritance.
Key Features and Accessibility:
The firm is committed to accessibility and inclusivity. They offer the following facilities to ensure a comfortable experience for all clients:
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Toilet facilities
Current Reputation and Feedback:
Currently, Simon Bray Wealth Management has 0 reviews on Google My Business, resulting in an average opinion of 0/5. It's important to note that this reflects the limited recent feedback available. It’s advisable to seek more contemporary reviews before making any significant decisions.
Additional Points of Interest:
The firm operates with a commitment to transparency and clear communication.
They prioritize understanding each client's unique circumstances and aspirations.
Simon Bray himself is a Chartered Financial Planner, demonstrating a high level of professional competence.
Summary Table:
| Feature | Detail |
|----------------------|--------------------------------|
| Specialty | Financial Planner |
| Investment Focus | Responsible & Ethical Investing |
| Services Offered | Retirement, Investment, Tax, Estate |
| Accessibility | Fully Accessible |
Recommendation:
Despite the current lack of recent reviews, Simon Bray Wealth Management offers a dedicated and experienced approach to wealth management. Their commitment to accessibility and ethical investing makes them a potentially suitable choice for clients seeking a personalized and responsible financial advisor. We strongly encourage anyone considering a financial planner to visit their website at [responsiblewealth.co.uk](https://responsiblewealth.co.uk/) to learn more about their services and to schedule a consultation. Direct contact via phone at 1993225022 would allow for a more detailed discussion of your specific needs and how Simon Bray Wealth Management can assist you in achieving your financial objectives.