Anne Wray Independent Financial Adviser
AW
Financial Advisors
Anne Wray Independent Financial Adviser
Old Chapel House, Chorley PR6 9BD
# Anne Wray Independent Financial Adviser
Anne Wray Independent Financial Adviser is a family-run financial advisory firm based in Chorley, Lancashire, with nearly 30 years of experience helping clients navigate their financial futures. Operating from Old Chapel House, the firm is run by Principal Patricia Anne Wray and regulated by the Financial Conduct Authority.
The business serves clients across all walks of life, with a particular specialism in advising members of the clergy. Rather than adopting a generic, one-size-fits-all approach, Anne Wray takes time to listen carefully to each client's individual circumstances, goals and aspirations before developing a personalised financial plan.
What distinguishes this firm is its genuine commitment to personal relationships and community integration. The team emphasises a friendly, understanding and empathetic approach, creating an environment where clients feel comfortable discussing sensitive financial matters confidentially. Their tagline—"some people just come for coffee and a chat and end up as a client for life"—reflects their philosophy of building lasting relationships rather than simply transacting business.
The firm provides comprehensive financial guidance across pensions, investments, mortgages and protection products. Their objective is to provide clarity that enables clients to make well-informed financial decisions. As a small, family-operated practice, they maintain accessibility and personalised service that larger institutions cannot match, whilst delivering professional expertise grounded in three decades of market experience.
Anne Wray Independent Financial Adviser is a family-run financial advisory firm based in Chorley, Lancashire, with nearly 30 years of experience helping clients navigate their financial futures. Operating from Old Chapel House, the firm is run by Principal Patricia Anne Wray and regulated by the Financial Conduct Authority.
The business serves clients across all walks of life, with a particular specialism in advising members of the clergy. Rather than adopting a generic, one-size-fits-all approach, Anne Wray takes time to listen carefully to each client's individual circumstances, goals and aspirations before developing a personalised financial plan.
What distinguishes this firm is its genuine commitment to personal relationships and community integration. The team emphasises a friendly, understanding and empathetic approach, creating an environment where clients feel comfortable discussing sensitive financial matters confidentially. Their tagline—"some people just come for coffee and a chat and end up as a client for life"—reflects their philosophy of building lasting relationships rather than simply transacting business.
The firm provides comprehensive financial guidance across pensions, investments, mortgages and protection products. Their objective is to provide clarity that enables clients to make well-informed financial decisions. As a small, family-operated practice, they maintain accessibility and personalised service that larger institutions cannot match, whilst delivering professional expertise grounded in three decades of market experience.
Services offered
Pension planning and adviceInvestment managementMortgage adviceProtection insurancePersonal financial planningEstate planningTax planningClergy specialist financial advice