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Our Clients

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Our Clients

Gray & Associates has been built based on honesty, reliability and excellent service.

Many of our clients have personally trusted us for nearly 40 years, and throughout this period we’ve developed many good friendships.

Gray & Associates offers personal advice on a whole range of financial services including the following:

  • Retirement and pension planning
  • Investing for capital growth or income
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Family protection life assurance

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

Private Clients

The foundation of the service Gray & Associates provides to our clients is built on developing a long-term relationship that, over time, enables us to recommend the appropriate adjustments required to our clients' financial planning strategy, as events inevitably change.

Our approach is simple: we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom eventually to work through choice and not necessity.

Gray & Associates has a wealth of experience in the areas of financial planning and wealth management, and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Gray & Associates offers advice to private clients on a whole range of financial services including the following:

  • Investment strategies
  • Pension planning
  • Tax planning strategies
  • Life and health insurance
  • Estate planning