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We’ve been helping clients navigate complex financial markets for over 40 years and from those very early days, our business has evolved primarily through client recommendations and introductions from other professionals.
Based near Chippenham in Wiltshire, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.
Our qualified independent advisors cover the whole financial services market. Regardless of where you are on your investment journey, we have the expertise to provide the solutions.
At Gray & Associates, our highly skilled advisors use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.
This is important because there are so many different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are in our clients' best interests – not someone else’s.
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.
With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then analyse and prepare recommendations, assessing benefits against cost, whilst seeking to meet their objectives.
Our final proposals are well-researched and constructed on the basis of what’s best for that client and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.