Anne Wray Indep Financial Advs

Independent Financial Adviser Old Chapel House, 3 Heapey Road, Little Knowley, Chorley, Lancashire, PR6 9BD

First meeting at adviser's own cost

Response rating

7.0/10

20th May 2019

We specialise in giving advice to clergy and also welcome the opportunity to work with all other clients.

We can advise you on

Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Financial planning
- Wealth management

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Meet our advisers

Anne Wray DipFA

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Diploma in Professional Financial Advice (SQA)

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

Melanie Wray DipPFS

Independent Financial Adviser

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

Old Chapel House, 3 Heapey Road, Little Knowley, Chorley, Lancashire, PR6 9BD

Make an enquiry

About us

We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.
As Independent Financial Advisers, Anne Wray can provide advice on products from across the whole market including ethical and socially responsible investments. It is only with access to such choice that we can recommend the most appropriate product for each of our clients.

Our services

Our approach involves listening carefully to each client’s needs, considering their desired lifestyle, then offering no- jargon solutions appropriate to their personal circumstances.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Anne Wray Independent Financial Adviser a trading name of Patricia Anne Wray who is authorised and regulated by the Financial Conduct Authority.
Principal - Anne Wray

The FCA do not regulate National Savings products, loans, Will writing, Commercial Mortgages and some forms of buy to let mortgages, offshore and inheritance tax planning.

Make an enquiry Request a call back Recommend to a friend

We can advise you on

Mortgages
- Bad credit
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Self build
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
- Payment protection insurance
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Long term care
- Long term care
Financial planning
- Wealth management

Advice methods

Face to face
Online (Live chat, video, email)
Telephone

Special offers

Choose an Unbiased exclusive special offer:

Free mortgage review Select

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Compliance

Make an enquiry Request a call back Recommend to a friend

Contact options

Make an enquiry Request
a call back Recommend to a friend

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