Anne Wray Independent Financial Adviser

Old Chapel House
3 Heapey Road

Contact Person

Anne Wray
Description“Anne Wray IFA” is a firm of professionally qualified Independent Financial Advisers. We are a family firm specialising in giving advice to the clergy and the Christian community, whilst also welcoming the opportunity to work with all other clients. For over twenty five years we have given advice to clients on a wide range of financial matters from pensions and investments to mortgages and life assurance. Our approach comprises listening carefully to each client’s needs, considering their desired lifestyle, then offering jargon-free solutions appropriate to their personal circumstances. In addition to the qualifications required to be an Independent Financial Adviser, Anne has undergone additional training, and has been awarded the Edexcel Level 2 and 3 BTEC Certificate in Life Coaching Skills and Practice. She has also studied the techniques of George Kinder, founder of the Kinder institute of Life Planning. We believe in telling clients the real truth about money and offer a 100% commitment to helping each one achieve their goals, ambitions and desired lifestyle. We love what we do and we love to help others feel that way too.ApproachEthical decisions are a part of everyday life, Shopping: FairTrade, Organic, Free Range… Recycling: Water, Paper, Cardboard… Energy Conservation: Loft Insulation, Double Glazing, Energy Saving Light bulbs… and the list goes on… Ethical Investment is simply a range of investment styles which go beyond financial returns to incorporate your ethical, social and responsible values into the investment process. Our Ethical portfolios offer a range of flexible solutions for investors with ESG, Sustainable or Ethical preferences. They offer ten Risk Grades for each Ethical Profile, which vary from offering a more positively orientated ESG and Sustainability approach, to a more deeply screened traditional Ethical portfolio. The portfolios are reviewed by an experienced independent Ethical Oversight Committee to ensure ongoing credibility.