Old Bray Financial is an financial advisory firm with its head office in Bray-on-Thames, a small picturesque village near Maidenhead, Berkshire.
Since 2012 when the firm was first established, we have grown into a respected and trusted financial advisory firm that serves local businesses, private clients and families with high quality financial advice across Berkshire, Buckinghamshire and west London.
We aspire to provide an exceptional service to our clients by way of our mission statements which are to be professional, value adding, focused, accurate and ethical in everything we do. We measure ourselves internally and externally by these mission statements.
The firm was set-up to fill a gap in the market, i.e. to provide high quality, suitable, client focused financial advice with long term client objectives in mind, every step of the way.
We work with clients in the long term in order to provide holistic financial advice, best value for you and positive outcomes.
This is key in being able to provide best quality advice to you. The more we understand you and your circumstances and your goals the better our advice will be.
Client confidentiality and data protection are integral to our offering.
We are technically strong and knowledgeable about our subject. This means we are able to navigate the financial landscape with skill, accuracy and success.
We work with local professional partners who can help in the areas that we can’t. This means we are able to provide a truly holistic approach to financial planning across financial advice, accountancy and legals.
Business Strategy Consultant and Chartered Financial Planner
BSc, MSc, MSc, APFS, Certs CII (MP & ER)
I advise our clients on how to grow and protect their assets, working with higher net worth individuals, wealthy families and successful growing businesses.
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings.
I also have a BSc (Hons) in Chemistry & Pharmacology, an MSc in Organic Chemistry & an MSc in Financial Risk Management. Before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first hand experience & knowledge of navigating the Financial Markets. I have also worked for Pfizer as a research scientist earlier in my career.
I am currently working towards the Chartered Market Technician® (CMT) qualification which is a means to further develop technical analysis in the investment process for my clients. This in conjunction with strong macro analysis, understanding of and feel for the financial markets and global political backdrop.