Peter Murray Financial Management Ltd is proud that it has been providing clients with independent financial advice for over 40 years. Our business is founded on our core traditions of a truly professional and personal service, empathising with our client’s personal position and requirements.
Our aim is to maintain relationships with our clients, providing financial plans which evolve as our clients' circumstances change. We are not a “one-stop shop” and don’t aim to be. We believe the relationship between adviser and client should be long term. Our advisers are highly qualified and very experienced in all areas of financial planning such as pensions, savings and investments, inheritance tax planning and life assurance.
Not only are we proud of the work we do on a personal financial planning basis, we also provide advice to companies, whether it be to help with employee pension schemes, protecting the business from unforeseen circumstances or advising the shareholders and partners. Financial planning and empathy is as important with companies as it is with individuals.
To find out more, just call us on 01277 634500.
Stuart has been associated with the financial services industry all his working life, initially with an Insurance Broker at Lloyds of London and then with insurance companies - Aviva and Scottish Widows.
Stuart joined Peter Murray Financial Management Ltd in 1993 and has been providing independent financial planning advice since. Stuart holds the Institute of Financial Services Diploma for Financial Planning, providing clients (personal and corporate clients) with financial advice in all areas of financial planning including pensions, investments, inheritance tax, business and personal protection.
Karen has been working in the financial services industry for over 30 years, working initially for a large banking organisation and then moving into the independent financial advice area.
Karen joined Peter Murray Financial Management Ltd in 2005 and holds the Chartered Insurance Institute’s Diploma in Financial Planning, providing clients (personal and corporate clients) with independent financial advice in all aspects of financial planning, including pensions, investments, inheritance tax, business and personal protection.
Karen also holds a pension specialist qualification, which enables her to provide specialist advice in respect of pension transfers, pension funding (including self-investment and commercial property purchase), at retirement pension solutions and pension sharing in divorce.
Karen is also a mortgage adviser and a member of the Personal Finance Society.