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 truly professional and personal service, empathising with our client's personal position and requirements. We are a small team of approachable IFA's. Everything we do is tailored to you and we provide financial plans that evolve around you. Let's get to know each other by having a face to face meeting where we can understand you and review your financial plans.
Services
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 are as important with companies as it is with individuals.
We work with our clients on a long-term basis. Regular annual reviews aim to ensure that your financial plan remains appropriate for you. At these meetings we re-assess your attitude to risk which may change over time, review any changes to your circumstances to aim to ensure they meet your long-term goals.
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