Simon Bray Wealth Management Ltd - Exeter
Address: 12 Orchard Ct, Sowton, Exeter EX2 7LL, United Kingdom.
Phone: 1993225022.
Website: simonbraywm.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair accessible parking lot, Restroom.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Simon Bray Wealth Management Ltd
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Simon Bray Wealth Management Ltd: A Detailed Overview
For individuals and families seeking expert financial planning guidance, Simon Bray Wealth Management Ltd presents itself as a dedicated and experienced firm. Located at 12 Orchard Ct, Sowton, Exeter EX2 7LL, United Kingdom, the company operates with a commitment to providing personalized solutions tailored to each client’s unique circumstances. Their contact number is 1993225022, and a detailed website showcasing their services can be found at simonbraywm.co.uk.
Key Features and Specializations: Simon Bray Wealth Management Ltd specializes in a comprehensive range of wealth management services. They focus primarily on helping clients achieve their long-term financial goals. This includes, but isn’t limited to:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Financial Goal Setting
The firm emphasizes a client-centric approach, prioritizing understanding each individual’s financial situation, risk tolerance, and aspirations. Simon Bray himself is a qualified and experienced financial planner, bringing a wealth of knowledge and a dedication to ethical and transparent advice.
Location and Accessibility: The firm’s physical location at 12 Orchard Ct in Exeter offers a professional and accessible environment for clients. Notably, the site features wheelchair accessible parking, demonstrating a commitment to inclusivity. Furthermore, a restroom is available on-site, enhancing convenience for visitors.
Current Feedback and Reputation: Currently, Simon Bray Wealth Management Ltd has 0 reviews on Google My Business, resulting in an average opinion of 0/5. While this indicates a lack of recent reviews, it’s important to note that this doesn’t necessarily reflect the quality of the service offered. It simply highlights an area where the company could benefit from increased client testimonials.
Additional Information: It’s worth emphasizing that the firm operates with a commitment to professionalism and discretion. They prioritize building long-term relationships with their clients based on trust and mutual respect.
| Service Area | Description |
|---|---|
| Retirement Planning | Strategies to ensure a comfortable and secure retirement. |
| Investment Management | Portfolio construction and management aligned with client goals. |
| Tax Planning | Minimizing tax liabilities through strategic financial planning. |
Recommendation: Given their specialization in financial planning and their commitment to personalized service, Simon Bray Wealth Management Ltd appears to be a viable option for individuals seeking expert guidance. Despite the current lack of online reviews, the firm's established location and accessibility, coupled with the expertise of Simon Bray, make them worth exploring. We strongly encourage prospective clients to visit their website at simonbraywm.co.uk to learn more and to directly contact them via the provided phone number 1993225022 to schedule a consultation and discuss your specific financial needs.
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