Bray Wealth Management Limited
Founded in 1984, Bray Wealth Management is your family away from family when it comes to providing tailored financial support. We have an outstanding reputation for providing quality advice to everyone who walks through our doors. Working to help people from a variety of backgrounds with: Inheritance tax planning Retirement planning Lifestyle financial planning Investing and building wealth We create a tailored strategy to see you through every stage of life. Whether you’re still accumulating wealth, preparing for retirement, or thinking about passing down wealth, we will help you. We are here to help you navigate life’s challenges, one decision at a time, ’ ’ We want you to feel confident about the level of service you can expect from us. Take a look at our recent survey results to better understand how our clients feel. 96% of our clients would recommend us to friends, family or work associates 100% believe working with us has helped to achieve their financial goals 99% were satisfied that we understood their needs, goals and objectives Got a question for our team? We’d love to hear from you. Approved by The Openwork Partnership on 24/11/25. The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. HM revenue and customs practice and the law relating to taxation complex and subject to individual circumstances and changes which cannot be forseen. Bray Wealth Management is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 7 verified contacts at Bray Wealth Management Limited
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- LB
Lucie Bray
Director · General Business & Management
EmailPhone - AC
Alison Collins
Operations Manager at Bray Wealth Management · Operations
EmailPhone - JF
John Findlay
Financial Planning Consultant · Finance & Accounting
EmailPhone - EN
Elena Newton
Technical Administrator · Information Technology
EmailPhone - ZC
Zoe Carpenter
Technical Administrator · Information Technology
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Bray Wealth Management Limited
5 distinct titles indexed · top 5 shown.
- 2financial planning consultant
- 2technical administrator
- 1director
- 1managing director & chartered financial planner
- 1operations manager at bray wealth management
Sign up to unlock all 7 contacts at Bray Wealth Management Limited
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Bray Wealth Management Limited
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.