E G Murray Financial Planning

Independent Financial Adviser  7 Victoria Place, Airdrie, ML6 9BU
check
FCA authorised
Last authorised 17th May 2021
We ensure you achieve your objectives in the most cost effective, tax efficient way possible while avoiding unnecessary risks.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Tom Flanigan DipPFS
Financial Planner
About us

Gerry Murray began EG Murray Insurance Services in 1972 providing insurance brokerage services to the local community. Over the years we began to offer Financial Advice services at the request of our growing client base. In 2013 we separated both sides of the business to allow us to become more specialised. EG Murray Financial Planning now provide all Independent Financial Advice services to both individuals and businesses, allowing EG Murray Insurance Services to continue to specialise in Commercial Insurances. Both businesses operate under the EG Murray brand to provide the continuity of service that our clients have come to expect.

Our services

We take time to understand not only what you want to achieve, but what you need to avoid. We’ll identify the best long term strategy for your finances ensuring you don't miss out on achievable investment returns. We also help you set the parameters within which your savings are invested, keeping you in control. Finally, our fees are not determined by how much you have to invest. This means that you will never be over charged, and that all of our clients receive the same attention to detail.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

7 Victoria Place, Lanarkshire, Airdrie, ML6 9BU

Similar advisers near you

Restricted - whole of market 1.96 mi
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
 
Independent Financial Adviser 4.18 mi
Family firm providing home visits. Specialists in pensions, investments, drawdown and pension transfers from final salary & defined benefit schemes.
 
Independent Financial Adviser 5.22 mi
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
 
Independent Financial Adviser 5.27 mi
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.