IHT Planning
Capital Preservation
Protecting your assets within flexible structured plans. Managing risk and expectation.
Estate Planning
A safe passage through what can be a complicated process. Another key area to understand.
University Funding
Structured planning process aimed at education funding.
Trusts
A way of managing your assets (money, investments, land and property) for your beneficiaries.
Gifts from Capital and Income
If you are thinking of making lifetime gifts, there are a number of exemptions from IHT.
Our Independent financial advice is designed to ensure you get the best from your investments and savings to enable you to reach your financial goals. In an uncertain world it is difficult to plan for a financially secure future, with this in mind, Alexander Wray will work closely with you to create a tailored financial plan that is aligned with your personal circumstances and importantly your attitude to financial risk.
Alexander Wray will provide you with independent advice along with access to a range of products, platforms and funds to help you realise your goals and gain financial independence.
Get in Touch
Alexander Wray & Co Ltd
17-19 Chorley New Road
Bolton
Lancashire
BL1 4QR
T: 01204 771 380
Alexander Wray & Co Limited is a Member of The London Institute of Banking & Finance. Member of the Institute of Financial Services.
Alexander Wray & Co Limited is an appointed representative of Peak Assured Limited which is authorised and regulated by the Financial Conduct Authority FRN482276 Company Registered in England & Wales No. 04938252
