Personal, Passionate & Approachable…
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 are as important with companies as it is with individuals.
Stuart Murray
Mifs Dip FA
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 Thripp
APFS Chartered Financial Planner
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.
Ian Chimes
DipPFS
Wealth Management specialist, with 18 years in an advisory capacity.
My main focus is in providing personal financial advice to individuals and corporations. I cover all areas of Wealth Management, and highly service orientated.
The basis of my advisory process starts with a complete financial review which often highlights other areas in which I can help and advise you on.
Ready to talk?
Peter Murray
2A Kingfisher House
Lake Meadows Business Park,
Woodbrook Crescent,
Billericay,
Essex
CM12 0EQ
info@petermurray.co.uk
Tel: 01277 634500
Fax: 01277 630015
Peter Murray Financial Management Ltd are Authorised and Regulated
by the Financial Conduct Authority (FCA)
Registered Office: 29A Crown Street, Brentwood Essex CM14 4BA
Where to find us
Providing independent financial advice for individuals and companies for over 40 years. We can be found in Billericay, just 25 miles east of Central London.
