In the second part of a series on advisers who specialise in different professions, Joanna Faith talks to Melanie Wray about advising the clergy.
Financial adviser Anne Wray is married to a retired Methodist minister. Her first hand experience of the church makes her the ideal candidate to advise her client base - members of the clergy. Anne’s self-titled firm is a real family business. Based in Chorley, Lancashire, it is run by Anne herself, with the help of daughter Melanie, a financial adviser who joined the firm four years ago, and son Tom, who looks after IT and website support. The Wrays also have a self-employed paraplanner who is not a family member. Anne started her career as a tied agent with Methodist Insurance, an...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes