Take a breath and have a biscuit

ByDave Hall

Take a breath and have a biscuit

Take a breath ­and have a biscuit – that’s Anne Wray’s advice to clients seeking financial advice during the pandemic.

‘We make people feel so welcome that, before Covid-19, they often dropped into the office for a coffee,’ said Anne. Now, with many meetings conducted through the Internet, she posts them a biscuit – so they can still meet over coffee!

It’s no wonder clients feel part of a family. Working alongside Anne are her daughter, Melanie (an independent financial adviser and mortgage adviser), son Tom (office manager, training to be a para-planner) and granddaughter Megan (office administrator). 

‘We like to think that anyone seeking our advice becomes part of the extended family,’ said Anne. ‘In fact, they are now helping to find mortgages for the children of our earlier clients!’

The company was formed more than 25 years ago. Anne left school and began working in a finance office – ‘because in those days girls didn’t go to university.’ That was followed by five years with Methodist Insurance, looking after the life pensions. When new regulations were invoked, the Methodist Church did not want to continue and Anne took that side of their work privately. She opened up the business to others after a few years offering a large range of financial help, including protection, mortgages, savings, investments, pensions, wills, trusts and funeral plans.

Now, because of the pandemic, there is significant uncertainty for many, particularly as the next round of Government intervention is implemented.

‘But it is a good time to take a breath and consider the future,’ she explained. ‘One of our principle objectives is to help people achieve and maintain their desired lifestyle. A major element in this process is to ensure the target lifestyle can be funded, preferably in a tax-efficient way, which involves a combination of tax planning, investment planning and cash flow management.’

And all that is where the company’s years of experience come into action – particularly for clergy and their families, and the wider Christian community. 

Taking the biscuit could mean a blessing.

Click here for more information.

• Anne Wray will be exhibiting at CRE National 2021 (Sandown Park, Esher, Surrey, 12-14 Oct)

CRE At Home

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Our next exhibitions

CRE South West 2021
17-18 March 2021
Westpoint, Exeter

CRE National 2021
12-14 October 2021
Sandown Park, Surrey

About the author

Dave Hall author