Financial Advisor Profile

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Kevin Bray

ECFS Ltd
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Or  call 0124 540 9228
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About Me

Qualifications

Types of Advice

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I provide my clients with tailored financial solutions as an IFA within a long established accountancy practice and have had referrals from those who were very satisfied with the advice they received. I have been advising some of my clients for more than 15 years and over the course of our association saved them a significant amount of tax and grown their wealthbase by sound financial planning and regular reviews.. I am qualified as a Chartered Member of the Institute of Financial Services . I help people manage their wealth, pay less tax, protect what is important to them and generally make the most of what they have. Can I help you ?

I would be happy to answer any questions at no cost or obligation.

If you contact me through VouchedFor I offer: Free 1 hour initial discussion
  • CII - Certificate in Equity Release
  • CII - Certificate in Financial Planning & Long-Term Care Insurance
  • CII - Mortgage Advice Qualification
  • CII - Statement of Professional Standing (SPS)
  • CISI - Certificate in Private Client Investment Advice & Management
  • IFS - Chartered Associateship
  • PFS - Member by Diploma
Serves clients with:
  
Any level of wealth

Offering fully independent advice on:
  • General Financial Planning
  • Investments & Savings
  • Insurance & Protection
  • Tax Planning
  • Pension and Retirement
  • Offshore investing
  • Saving for children
  • Annuities
  • Auto Enrolment
Specialises in:
  • Pre Retirement
  • Post Retirement
Address:
Edmund Carr Financial Services Ltd
148, New London Road
Chelmsford
CM2 0AW

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We last checked that Kevin Bray was authorised by the FCA to provide financial advice on 28/03/2014

 

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