Tax Planning
Tax Efficient Savings
Making sure you retain real investment value, while minimizing your exposure to taxation.
Phased Retirement Income
Balancing your income needs at retirement while providing a flexible structure to reduce the effects of taxation.
Succession Planning
Understanding the current legislative regulations. Having a clear view how they will effect you and your family.
Lifetime Allowance
A vital area to understand both now and at retirement.
Our Independent financial advice is designed to ensure you get the best from your investments and savings to enable you to reach your financial goals. In an uncertain world it is difficult to plan for a financially secure future, with this in mind, Alexander Wray will work closely with you to create a tailored financial plan that is aligned with your personal circumstances and importantly your attitude to financial risk.
Alexander Wray will provide you with independent advice along with access to a range of products, platforms and funds to help you realise your goals and gain financial independence.
Get in Touch
Alexander Wray & Co Ltd
17-19 Chorley New Road
Bolton
Lancashire
BL1 4QR
T: 01204 771 380
Alexander Wray & Co Limited is a Member of The London Institute of Banking & Finance. Member of the Institute of Financial Services.
Alexander Wray & Co Limited is an appointed representative of Peak Assured Limited which is authorised and regulated by the Financial Conduct Authority FRN482276 Company Registered in England & Wales No. 04938252
