Financial Adviser based in Buckinghamshire

Buckinghamshire

Old Bray Financial Ltd was established in 2012; The firm’s Managing Director attended Sir William Borlase Grammar school in Marlow, Buckinghamshire and the Old Bray team all live in and around the county.

The Old Bray Financial team is made up of local experts, each person bringing their own value adding, complementary skill set to the firm. Whether that be a strong knowledge of the local property market, or, an in-depth knowledge of the global financial markets, risk management or a network of local professional partners, we provide truly comprehensive financial advice across Financial & Estate Planning, Tax, Accountancy & Legals to Individuals, Families and Businesses.

The firm has built up a reputation for providing exceptional quality, joined-up, 360 degree financial advice. We work with Individuals, wealthy Families and Businesses across the Bucks including, Amersham, Beaconsfield, Bourne End, Gerrard’s Cross, Chalfont St Peter, Marlow and beyond.

Business Advice:

Old Bray Financial specialise in providing advice to local businesses, helping companies with risk management, tax, investments, pensions, share structuring, exit strategies and accountancy to name but a few.

Pension Advisers Serving Business and People in Buckinghamshire:

The team at Old Bray Financial specialise in providing pension and retirement planning advice, investment, insurance and mortgage advice to Small to Medium sized Enterprises (SMEs).

Mortgage Advice to Limited Company Directors and People across Buckinghamshire:

If you own a thriving Limited company and you would like to get a competitive mortgage, then get in touch, as Old Bray Financial specialise in successfully brokering mortgages for limited company directors, sourcing large loans and Let-to-Buys, where equity if released from one property to fund the purchase of another property.

Estate Planning

If you would like to understand how to pass on wealth to your loved ones in a robust and efficient way or if you would like to protect your estate against marriage after death, divorce, creditors or care home fees then we would be delighted to hear from you.

About Us

Old Bray Financial Ltd. is based in Bray Village, Berkshire and was established in 2012 by Alex, our Managing Director shown in the picture below.

Since then the firm has built up a reputation for providing exceptional quality, joined-up, 360-degree financial advice. We work with Individuals, wealthy Families and Businesses in and around Berkshire.

Each member of the Old Bray Financial team is a local expert and brings their own skillset to the firm. This means we have a strong knowledge of the local property market, in-depth knowledge of global financial markets, risk management and a network of local professional partners, so we can provide truly comprehensive financial advice.

Contact us to discuss your financial future

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