How can you advise the clergy?

clock

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Verso rejects platform incentives model, says adoption must be earned

Verso rejects platform incentives model, says adoption must be earned

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

Sahar Nazir
clock 27 June 2025 • 2 min read
Number of highly vulnerable clients slides

Number of highly vulnerable clients slides

Dynamic Planner research finds

Jen Frost
clock 27 June 2025 • 2 min read
Anthony Carty: Why the nuance of private equity in advice matters

Anthony Carty: Why the nuance of private equity in advice matters

When done right, PE can help deliver sustainable growth for the whole market

Anthony Carty
clock 27 June 2025 • 4 min read