James Murray Associates Limited
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group ISA
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
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Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
7a The Broadway, Cheam, Sutton, Surrey, SM3 8BH
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.
'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.
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