Geoff Corden

A successful and professional financial planner who strives to deliver the best outcome for every client. I am a Financial Planning Consultant at Bray Wealth Management which was established in 1984. What do I do? I aim to help individuals and families generate, protect and pass on wealth to the next generation. This is done by really getting to know more about the individual and family to really understand and quantify their financial and life goals. We will then create a bespoke financial plan tailored towards achieving their goals. Everything we do around financial planning will hinge from this plan and I will be there to guide and coach them through the good and the bad times. I find clients are only concerned with their problems and have little appetite for someone who is only interested in pushing their solutions. I believe in building long-term trusted relationships with my clients. I like working with a limited number of key individuals and their families to ensure I can provide them with the right amount of time for them to have confidence in their future. What being a client means: • You have a highly qualified professional expert who cares about you and your family. • You feel financially well organised and can participate in the relationship. • You are committed to the relationship and are willing to be held to account should your behaviour start to compromise your financial plan. • You will have the support of a dedicated friendly team who share over 70 years of experience of looking after valued clients. I understand that life is short, and time is precious which is why I find it hugely rewarding knowing my clients can go about their daily lives with the knowledge they have a plan and they feel confident about their future. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help with understanding the options you have to fund yours or a loved one's long term care. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.