Bray Wealth Management - Woking

Carolyn Morrison

We have used Bray Wealth for a considerable number of years, along with several members of our family. We have always found our advisor, Nick Swartout, to be knowledgeable, professional, friendly and helpful and we feel he has our best interests at the forefront of every conversation we have. We feel that our finances are safe with him and have happily recommended Nick and the company to other friends, who have taken the advice and from what they say, are also happy with the service they receive.

Nicola in Margate

John Findlay of Bray Wealth Management was recommended to me and has been my financial advisor since 2018. Having never invested before, I greatly appreciated the time John took to discuss the different investment possibilities and review the best plans for my money. He made sure I understood the options available to me and with his expert guidance, I chose a number of investment methods at a level of risk I am comfortable with. I have long-term investments that have grown in value. I have confidence in John's financial guidance.

Sam Baxter

I had a great experience getting mortgage advice from Geoff. From the start he was attentive and knowledgeable, and I have no doubt I have saved money by securing the best possible rate for my circumstances. As a first time buyer the house buying process can be stressful and I am really happy I decided to go with Bray and Geoff. Highly recommend.

pauline hurrell

Nick Swartout at Bray Wealth has been exceptional at assisting us with all our financial planning needs for many years now. It’s a big comfort to know that they are looking out for your finances with their knowledge and expertise. We have regular check ins to ensure we are doing all we can to keep our future on track. The advice and service there is always superior and we wouldn’t trust our finances with anyone else. Thank you to Nick and the Bray team long may it continue.

Jane Willis

From the very outset, John at Bray in Chobham made us feel valued and comfortable. All our questions were answered fully and he made sure we understood the implications of our decisions. Follow-up communication was always prompt and clear. The advice he gave was always mindful of our needs and he never pushed us to made a choice between one investment and another. At each meeting, we spent time going through things carefully and he checked that he had understood our situation and preferences. With regard the actual investment advice, it is too early to tell yet as the fund has only just been set up but I have every confidence that his advice will prove to be sound.

G.B

Nick Swartout at Bray Wealth Management has been our financial advisor for over 10 years. During this time we have been impressed by his friendly, caring and professional advice, which has given us peace of mind regarding our finances. We have recommended him to several friends over the years would do the same to anyone looking for good financial advice.

Patric Downes

I've been a client of Bray Wealth for some years. Initially, I was managed by Ken himself, but since his demise, by Nick Swartout.
Historically, I have had bad advice from many different providers, so I was quite suspicious when i first started to deal with Ken and the team. But he and Nick have done more than enough to earn my complete trust and I now have every confidence in their advice.
I must also mention the support team. Katie and Alison have been at the firm for meny years and they are very professional. Things just run like clockwork.

Duncan Maxwell

Type of advice received from Bray Wealth:
Pension, ISA, Inheritance and general investment advice.

Reasons for continued use of Bray Wealth:
My brother and I have been a client of Nick Swartout and Bray Wealth for over a decade.

We have always found Nick and Bray Wealth to offer professional, impartial and friendly advice.

Nick originally offered us investment advice during the transfer of my late father's estate to my brother and myself.

During the last year, following budgetary tax changes, Nick offered investment advice.

Please with results:
Generally yes, but due to the current financial climate, obviously the outcome is not what I might have expected.

What would you like to change:
I enjoy the company of Nick and the team during our annual financial review, so I would like an additional review each year.