Ray Coker
Helping you plan the life you want by providing advice and support in your financial planning. Money isn’t the most important thing in your life, but your financial concerns can affect everything; by listening to your story, I’ll help you manage your money effectively and plan for your future.
About
I’m Ray, I’ve been working in financial services for over 30 years, I accepted the Invitation to work In partnership with St. James's Place in 2021 because they offer excellent opportunities and support for my clients.
For me, financial planning isn’t just about numbers on a spreadsheet, graphs, or the products on offer.
My goal Is to help you see a clear picture of what’s possible in your future, giving you reassurance that your hopes can be realised and how that can happen. I will support you with the tools to plan for your future.
Based in Northamptonshire in Central England, Attain Financial Planning establish long-term relationships helping clients all over the UK to achieve their personal and wider family financial goals. Working together with clients to provide confidence around long-term retirement plans, tax efficient saving and investment planning, inheritance tax solutions and personal and business protection.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 02/08/2023
The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
