James Murray Associates Limited

Independent Financial Adviser  7a The Broadway, Surrey, SM3 8BH
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FCA authorised
Last authorised 7th June 2021
JMA understand that your financial objectives are unique and hugely important. We put you at the heart of our planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Nick Young
Financial Adviser
Mr Tim Enright
Financial Adviser
Mr David Keary
Financial Adviser
About us

James Murray Associates Ltd was established in 1986. Our business owners began working for the company in 1996 and 1997 and each of our advisers offer the experience, qualifications and technical expertise to provide you with sound financial advice. We provide unbiased advice in all areas but specialise in Retirement Planning, Investment, Protection and Corporate Benefits. We are happy to work on either a fee or where permissible, commission basis. Our initial consultation with you is free of charge.

Our services

'We plan your financial future as if it's our own'
This is genuinely how we work. When you become our client we step into your shoes and constantly ask ourselves, ‘given these circumstances, what would we do in your position?' This is why the investment solutions and tax planning strategies we implement for our clients are exactly what we do at a personal level. Quite simply – ‘we put our money where our mouth is.'
This remains our long-term commitment to you and applies to both private and corporate clients.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

7a The Broadway, Cheam, Sutton, Surrey, SM3 8BH

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Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.