For the advice you need and deserve - WE CARE, WE LISTEN, WE PROTECT
Our Vision
Anne Wray Independent Financial Advisers is a small, family-run firm offering comprehensive financial guidance to individuals and families in Chorley and the surrounding areas. We have proudly served the community for over 30 years, building relationships based on trust, empathy, and personalized solutions.
Our Approach to Financial Planning
We believe in a holistic approach to financial planning, one that considers your individual needs, goals, and aspirations. We take the time to listen carefully to your dreams, concerns, and financial aspirations. Our team works collaboratively to create a personalized financial plan that aligns with your unique circumstances.
What We Do
Our services cover a diverse range of financial matters, including:
1. Retirement Planning
- Guiding you through pension options, investments, and strategies to maximize your retirement savings and plans.
- Prepare for a secure and prosperous future by comprehensively reviewing your retirement landscape.
2. Investing and Savings
- Developing a personalized investment portfolio aligned with your risk tolerance, goals, and aspirations.
- Establishing and managing savings plans to meet your short-term and long-term financial goals.
3. Homeownership Assistance
- Educate you on mortgage options, financial planning, and strategies to achieve homeownership.
- Support you through the process of purchasing your dream home.
4. Protection Planning
- Ensuring you are adequately protected against unexpected events through comprehensive insurance coverage.
- Developing a plan to safeguard your assets and protect your loved ones in the event of illness, injury, or unforeseen circumstances.
5. Estate Planning
- Creating essential legal documents such as wills, trusts, and power of attorney to ensure your wishes are respected.
- Guiding you through the process of planning for your future and protecting your legacy.
Meet Our Team
Our team of experienced and passionate financial planners is committed to providing personalized, compassionate, and understandable financial guidance. We are proudly a close-knit family, and we value building strong relationships with our clients.
Our History
Anne Wray Independent Financial Advisers was founded on a foundation of integrity, professionalism, and a genuine desire to help individuals achieve financial security. Over the past three decades, we have proudly served clients from all walks of life, providing tailored financial solutions that have stood the test of time.
Exceptional Service
The reviews for Anne Wray reveal a pattern of exceptional service, with all reviewers awarding 5-star ratings. The consistent praise is for the professionalism, friendliness, and expertise of Anne Wray and her team, particularly Melanie. The reviewers highlight the team's ability to explain complex financial concepts in simple terms, making them accessible to non-financial minds.
Personalized Attention
Several reviewers note the personalized attention they received from Anne Wray and her team. For instance, Sarah Moore praises Melanie's helpfulness and extensive knowledge of property and finance. Similarly, Emily Waddecar thanks Anne Wray for her determination and support in securing their mortgage. Michaela Gill and Gaming with Fred both express gratitude for Melanie's exceptional service, which helped them achieve their financial goals.
Reliability and Efficiency
The reviews also emphasize the reliability and efficiency of Anne Wray's services. Philip Dobson, for example, praises the team's professionalism and insight, which helped him navigate a difficult financial situation.
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