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)
Alex is a Chartered Financial Planner with a degree in Chemistry & Pharmacology, an MSc Organic Chemistry and a MSc in Financial Risk Management. Formerly in front office Investment Banking, Alex left the City in 2012 to set-up the Old Bray Financial & Old Bray Consulting, serving both successful businesses and higher net worth Individual clients across London and the Thames Valley. Under Alex's leadership, Old Bray has built a reputation for delivering exceptional client service and accomplished, comprehensive financial advice & consulting, joining up the dots across, Financial Planning, Business Consulting, Accountancy and Estate Planning.