0330 038 8939
Based in Wellingborough
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FCA Regulated
Last checked: 27 February 2025
Ray and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Verified reviews: 100%
Ray has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 04 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
2 qualification certificates available to view
Ray has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Ray has not yet added their fees to their profile
12
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Ray
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ray (based on 12 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 27 February 2025
Ray and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Verified reviews: 100%
Ray has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 04 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
2 qualification certificates available to view
Ray has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Ray has not yet added their fees to their profile
12
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Ray
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ray (based on 12 first impressions)
Based in Northamptonshire, Central England, Attain Financial Planning establish long-term relationships helping clients all over the UK to achieve their personal and wider family financial goals. I have worked in financial services for over 30 years and provide broad-based advice, helping with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management including, retirement planning, protection, savings, and investment planning. More details are available on my website at www.attainfs.co.uk. As an Associate Partner Practice of St. James’s Place Wealth Management based in Wellingborough, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ray's clients
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