Melanie Wray

What were the circumstances that caused you to initially look for an adviser?

I have had advice from Melanie for at least 15 years, and my parents had (and still have) advice from Melanie's mother, Anne, who started the firm.

How has Melanie Wray helped you?

Melanie has helped me with investment, pension planning and now the transition to retirement, balancing finances to enable me to look after my house while working, and with tax.

Have you seen the outcome you were hoping for?

Yes, I have been able to manage my finances despite having an unusual career path, and sometimes complicated living arrangements due to work.

What could they have done better?

nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

To look for the best deal and ways to make home improvements via a remortgage

How has Melanie Wray helped you?

Melanie has helped us throughout a stressful process and taking away all the hastle and couldnt be more greatful for the help and advice given

Have you seen the outcome you were hoping for?

The outcome was far better than hoped and done professionally and quickly

What could they have done better?

Nothing everything was superb

What were the circumstances that caused you to initially look for an adviser?

I was advised at my annual Clergy Review to contact Melanie Wray for pensions and investment advice.

How has Melanie Wray helped you?

I contacted Melanie just prior to my retirement. Melanie was able to set up a portfolio of investments using some of my savings in order to establish an additional income stream to fund my retirement.

Have you seen the outcome you were hoping for?

I have been very happy with the outcomes so far. Also, the ongoing advice and communication is really good.

What could they have done better?

Nothing springs to mind. My husband and I are very content with the help and guidance we recieve.

What were the circumstances that caused you to initially look for an adviser?

Needing expert pension and investment advice

How has Melanie Wray helped you?

Melanie has organised our funds and invested them in ways which reflect our risk profiles giving us a sense of security for our retirement and family.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything seems to have been done very well.

What were the circumstances that caused you to initially look for an adviser?

As I approach retirement I needed advice on how best to manage my pensions and to consider accommodation options for the future retirement income.

How has Melanie Wray helped you?

Very helpful in addressing all of the above, as well as helping us realise other helpful options we had. Melanie helped by including a step by step action plan for achieving the desired outcomes.

Have you seen the outcome you were hoping for?

So far yes, we still have a bit more work to do.

What could they have done better?

I haven’t a clue! Melanie was helpful, personable, clear and really put us at ease. She even gave us a cuppa! Her Advice was very clear and explained any things we were unsure of until we knew we understood them correctly. We didn’t need to wait long for our appointments either on line or in person. We could choose which!