Anne Wray Independent Financial Adviser - Chorley
Address: Old Chapel House, 3 Heapey Rd, Chorley PR6 9BD, United Kingdom.
Phone: 1257233023.
Website: annewray.co.uk
Specialties: Financial consultant.
Other points of interest: Wheelchair-accessible car park, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Anne Wray Independent Financial Adviser
⏰ Open Hours of Anne Wray Independent Financial Adviser
- Monday: 9 am–6 pm
- Tuesday: 9 am–6 pm
- Wednesday: 9 am–6 pm
- Thursday: 9 am–6 pm
- Friday: 9 am–1 pm
- Saturday: Closed
- Sunday: Closed
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Introduction to Anne Wray Independent Financial Adviser
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Anne Wray Independent Financial Adviser stands as a respected and trusted name within the financial advisory sector. Located at Old Chapel House, 3 Heapey Rd, Chorley PR6 9BD, United Kingdom, the firm provides comprehensive financial consulting services designed to meet the diverse needs of individuals and families. With a dedicated team and a commitment to client well-being, Anne Wray IFA strives to offer clarity and guidance in navigating the complexities of personal finance. The firmâs approach emphasizes building long-term relationships based on trust and transparency.
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Contact Information and Website
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Potential clients can easily connect with Anne Wray Independent Financial Adviser through several channels. The primary contact number is 1257233023. A detailed overview of their services, philosophies, and client testimonials can be found on their website: annewray.co.uk. This website serves as a valuable resource for those seeking to understand the firmâs capabilities and how they can benefit from their expertise.
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Specialties and Services
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Anne Wray Independent Financial Adviser specializes in providing a wide range of financial consulting services. These services are tailored to individual circumstances and often include retirement planning, investment management, and financial planning for significant life events such as buying a home or starting a family. The firm takes a holistic approach, considering all aspects of a clientâs financial situation to develop a bespoke strategy. They are adept at helping clients achieve their financial goals, whether itâs securing a comfortable retirement, maximizing investment returns, or simply gaining control over their finances. The firm prides itself on offering clear and accessible advice, avoiding jargon and ensuring clients fully understand their options.
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Location and Accessibility
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The firmâs physical location at Old Chapel House in Chorley provides a welcoming and professional environment for client meetings. Notably, the premises feature a wheelchair-accessible car park, demonstrating a commitment to inclusivity and accessibility. Appointments are required, reflecting the personalized nature of the service offered. Furthermore, the firm recommends appointments to ensure sufficient time is allocated to thoroughly discuss a clientâs needs and goals. This structured approach contributes to the quality of advice provided.
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Client Feedback and Reputation
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Anne Wray Independent Financial Adviser has garnered positive feedback from its clients, as evidenced by their 4 reviews on Google My Business. The average opinion is a remarkable 5/5, highlighting a consistently high level of satisfaction. These reviews frequently mention the professionalism and insightfulness of the team, as well as their ability to provide support during challenging times. Several clients have specifically praised the clarity of the advice offered, emphasizing that the team excels at simplifying complex financial concepts. One client described the experience as âeasy to understandâ and noted that the team helped them secure the best possible deal. Another client expressed gratitude for the firmâs support during a difficult period, stating they were âhelped at a very difficult time and pointed the way to a well funded retirementâ. A recurring theme in the feedback is the friendliness and helpfulness of the staff. Itâs clear that Anne Wray IFA prioritizes building strong, trusting relationships with its clients.
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Key Characteristics and Recommendations
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Based on client feedback and the firmâs stated values, Anne Wray Independent Financial Adviser can be characterized by several key attributes:
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- Professionalism: The team consistently demonstrates a high level of competence and dedication.
- Insightfulness: They offer strategic advice based on a thorough understanding of financial markets and individual circumstances.
- Client-Centric Approach: The firm prioritizes the needs and goals of its clients, tailoring services to meet their specific requirements.
- Clear Communication: Advice is presented in a way that is easy to understand, avoiding technical jargon.
- Supportive Service: Clients appreciate the firmâs willingness to provide assistance during challenging times.
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For individuals seeking a reliable and knowledgeable financial advisor, Anne Wray Independent Financial Adviser presents a compelling option. Their commitment to personalized service and transparent communication makes them a valuable partner in achieving financial security and well-being. The firmâs accessibility and dedication to client satisfaction further enhance its appeal.
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Additional Points of Interest: The firmâs commitment to accessibility is further demonstrated by the wheelchair-accessible car park. Appointments are recommended to ensure adequate time for discussion.
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"summary": "Anne Wray Independent Financial Adviser is a highly-rated firm offering personalized financial consulting services, prioritizing client well-being and clear, accessible advice for retirement planning, investments, and financial goals.",
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