Grays is run by Joan Gray and along with her team, they have a wealth of experience in helping clients with their financial needs. We aim to help you feel secure in the knowledge that you’ve planned for your future and that your affairs are in order.
Whether you have a relatively straight forward matter or a more complex issues, we can help.
Before establishing her business Joan worked for a large high street Bank in the West End of London dealing with high net worth individuals. From there she went to a large firm of employed benefits provider in the City of London advising employees of the worlds largest Banks. She then moved to Cheltenham with her then husband to work for a National firm of Chartered Accountants heading up their IFA division. Having worked in the large corporate sector, Joan felt they sometimes lacked the personal touch and didn't always listen to their customers. With Gray's Group, she was finally able to fully put into practice her philosophy that the customer really is king and that without customers, she has no business.
Joan is committed to continually improving her professional development and holds the coveted ACII qualification which allows her to use the status of Chartered Practitioner additionally she has the Advanced Financial Planning Certificate and a Bsc (Hons) degree. She firmly believes in providing the highest standards of customer service. Together with her team, Joan strives to ensure you receive the best possible service and advice.
Advice you can Trust
With over 10,000 clients, you can trust Grays to help you with all your financial services, including pensions, investments and insurance as well as Will writing, Powers of Attorney, and Inheritance Tax Planning needs.
Not only can we advise you on your future security and help sort out your affairs, we can also do your will and powers of attorney on your behalf and store the documents for you so that you know exactly where they are at all times.
We pride ourselves in providing warm and friendly advice that you can understand and are always at the end of the phone to deal with your financial queries.
Together, our team has over 20 years collective experience helping clients with their financial matters.
All of our advice is completely tailored to your needs and we can advise on simple matters as well as more complex issues that you may be facing.
Our trusted advisors will come out to you in the comfort of your own home to find out your wishes. Please rest assured that everything is highly confidential and will not be shared with anyone other than yourself.
Please feel free to contact Joan directly or our Director of Estate Administration to talk about wills or probate matters on 01242 255 125.
- Flexible home visits
- Excellent customer care
- Just one appointment needed in most
- Free advice
What do I need to do to prepare for our meeting?
Don’t worry – you don’t necessarily need to prepare anything before we meet you, but you may find it helpful to have any existing wills and details of powers of attorney to hand.
We will then undertake a review of your needs and help you decide on important issues to be resolved.
Why not contact us now to arrange an appointment with Joan?