Practical financial advice for businesses and individuals across the Thames Valley & London


Whilst, as our name suggests, we’re based in Bray Village, we work with successful businesses and higher net worth individuals across Reading, Wokingham, Windsor, Maidenhead, Marlow, Beaconsfield, Henley, London and beyond. We are unique in our approach in that we are able to provide 360 degree, comprehensive joined up advice across Financial Planning, Estate Planning and Accounting, by working with our professional partners. We are passionate about providing results for our clients.

As a firm, we are committed to ethical, sustainable, socially positive investing & have been investing our clients money in this way for several years now.

Retirement Planning

Retirement Planning is a complex subject which can incorporate numerous products, e.g. Pensions & Investment income, as part of a broader strategy, where the ultimate goal is to provide enough income in retirement. All our planning is done in a joined up way.

Mortgages & Protection

Old Bray Financial are an impartial, whole of market mortgage broker, and can provide advice on the full range of mortgage products available for house purchase and remortgaging, including high value loans, Guarantor, Buy-to-Let, Let-to-Buy, Limited Companies and Bridge Loans.

Estate Planning

Old Bray Estate Planning offer four Estate Planning services: Wills, Lasting Power of Attorney, Trust Planning and Personal and Business Tax Planning; These products are commonly used with inheritance, probate, legacy planning, tax advisory, divorce, care fees.

Business Financial Planning

Business Tax Planning is something that all businesses should be doing.
It is essentially legal strategic tax planning to reduce the amount of corporation tax paid and increasing the amount of profits retained.

Wealth

Old bray Wealth helps higher net worth clients, i.e. those clients earning £250k p/a or more and with net assets greater than £3m, to manage their Income and Capital Gains tax liability simply and effectively. However, many of our higher net worth clients require help across multiple planning areas.

Investments

Old Bray Financial advise on a range of investments for customers looking for the potential to gain higher returns on their money over savings solutions in the medium to long term.

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Video Channel

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Latest Blog

Equity Release: How to make your biggest asset work for you in retirement

Posted on 31st October 2019 by general info

Equity Release will reduce the value of your estate and can affect your eligibility for means-tested benefits. Equity release is a way to release wealth tied up in your property, without selling it and moving to another home.  It is specifically aimed at over 55’s who own their property outright, or have small mortgages left […]

Contact us to discuss your financial future

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