James Murray Associates Limited

Independent Financial Adviser 7a The Broadway, Cheam, Sutton, Surrey, SM3 8BH
FCA verified
10th December 2018
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
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
Meet our advisers
adviser-person
David Keary
Financial Adviser
adviser-person
Tim Enright
Financial Adviser
adviser-person
Nick Young
Financial Adviser
Where to find us

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

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.

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

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