Clergy wife turns financial juggling into an art

Dave HallByDave Hall

Clergy wife turns financial juggling into an art

Twenty-five years of juggling finances for clergy – and being married to one – has given Anne Wray a unique perspective on life.

‘Clergy need to ensure there is a reasonable pension pot and will probably have to buy their own home late in life,’ said Anne, who launched Anne Wray IFA specifically to help sort out financial problems faced by clergy of most denominations.

For a quarter of a century she has helped them ride smoothly over recessions, inflation and stock market crashes – and anticipates surmounting whatever problems Brexit brings.

‘The UK will sign a declaration on March 29 but so far we have no indication what might be involved,’ she admitted. ‘However, our experience over the years has helped us understand how change might be managed and put clients’ minds at rest (as far as possible!) in changing and sometimes challenging, times.’

Anne worked for various insurance companies after leaving school. Following a spell with Methodist Insurance, she moved on to establish her own business, Anne Wray IFA, in 1994. It has rapidly become a pioneer and leader in advising clergy and the Christian community on investments, pensions, mortgages, taxation and other personal financial matters.

Anne Wray IFA has developed into a family business. Daughter Melanie is also an adviser and Thomas, Anne’s son, looks after the administration and office. Two miniature schnauzers, Bill and Ben, alert staff when people approach the door!

‘We are looking forward to continuing our support of existing clients at CRE North and inviting and welcoming new ones as they come face-to-face with sometimes confusing financial issues,’ she said.

• Anne Wray is on stand D30 at CRE North

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About the Author

Dave Hall

Dave Hall author

 

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