Gray & Associates is a firm of independent financial advisors specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection. Creating a professional financial planning strategy. We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which otherwise may be difficult to achieve.The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. Wealth and personal protection are essential to secure the future for both you and your family, if an unexpected life event happens.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which otherwise may be difficult to achieve.The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. Wealth and personal protection are essential to secure the future for both you and your family, if an unexpected life event happens.
Services
Gray & Associates is a firm of independent financial advisors specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection.
We've been helping clients navigate complex financial markets for over 40 years and from those very early days, our business has evolved primarily through client recommendations and introductions from other professionals.
Based near Chippenham in Wiltshire, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
We've been helping clients navigate complex financial markets for over 40 years and from those very early days, our business has evolved primarily through client recommendations and introductions from other professionals.
Based near Chippenham in Wiltshire, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.
We'll require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
To help us do this, we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements.
This is also an opportunity for you to outline the issues that you'd like to discuss.
At your review, we provide information about our services and explain how we charge and the type of advice we offer.
We'll require you to gather financial information in advance of our meeting.
This will enable us to develop a clearer picture about your particular situation.
To help us do this, we'll need to see documents, including life assurance, mortgage, pension, savings, investments or bank statements.
This is also an opportunity for you to outline the issues that you'd like to discuss.
At your review, we provide information about our services and explain how we charge and the type of advice we offer.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which otherwise may be difficult to achieve.
Gray & Associates firmly believes that choosing an independent financial advisor is one of the most important decisions you will make.
At Gray & Associates, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times.
Gray & Associates firmly believes that choosing an independent financial advisor is one of the most important decisions you will make.
At Gray & Associates, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times.
There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.
Many of our clients have personally trusted us for nearly 40 years, and throughout this period we've developed many good friendships.
The foundation of the service Gray & Associates provides to our clients is built on developing a long-term relationship that, over time, enables us to recommend the appropriate adjustments required to our clients' financial planning strategy, as events inevitably change.
Many of our clients have personally trusted us for nearly 40 years, and throughout this period we've developed many good friendships.
The foundation of the service Gray & Associates provides to our clients is built on developing a long-term relationship that, over time, enables us to recommend the appropriate adjustments required to our clients' financial planning strategy, as events inevitably change.
Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future.
Gray & Associates provides solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Gray & Associates provides solutions for the diverse needs of our clients, enabling each individual to structure their finances as efficiently as possible.
You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
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