TESTIMONIALS
HEAR WHAT OUR CLIENTS ARE SAYING ABOUT US
Happy clients are the bedrock of any business and ours is no exception.
My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.
In JMA I have found an IFA who has taken time to understand my circumstances and my unique needs and desires. They are proactive and responsive, trustworthy and likeable and I can relax knowing that they are looking after the financial needs of my family and me.
FRM decided to meet with James Murray Associates towards the end of 2009 based upon a recommendation. Since then we have used JMA as the broker for nearly all of FRM’s employee benefits. The level of service and advice offered is outstanding and not comparable to anything we have previously received.
I have been working with James Murray Associates since 2001. Higher level tax planning is important to me and JMA provide exactly what I am looking for. I am very happy with the overall service.
I have been a client of JMA for over 10 years and joined them on the basis of a recommendation from my Accountant. I have not regretted it. I have found their advice to be independent of third party interests and well tailored to my circumstances. I have a high regard for their timely response to the questions I ask, however trivial they might be. I have found their knowledge of pension legislation and their willingness and patience to explain it me, reassuring. They can no more predict the future than anyone else but their perception of trends and knowledge of past performance is something I have grown to trust. I have found their approach to charges open and fair.
A company that deal with you as an individual, whether you are part of a large corporation or just on your own. They listen to your needs and advise the best options without pressure to sell to you. They deliver sound products based on industry wide knowledge and are always personally at the end of the telephone when you need ongoing advice. They ran my corporate funds and now run my personal retiral funds – you cannot get better than that.
The comprehensive advice provided by James Murray Associates was something I had been looking for for years and I am delighted with the service they provide. Their professional and thorough advice is presented in a confident and relaxed manner and is a real credit to them. I particularly like the fact that they will share their view with you when appropriate.
Having been badly let down by our previous adviser, and lost a lot of money because of his unprofessional self-interest, we were determined to appoint financial advisers who could provide a flexible service tailored to our individual needs. JMA have exceeded our expectations in all respects.
James Murray Associates have been managing our company pension scheme since 2009. They guided us through the review of our scheme with solid advice and come across as efficient and responsive. They are trusted by our team.
I have worked closely with JMA over the last 10 years. They have given clear, thoughtful and pragmatic advice on a wide range of employee benefit matters, in particular with some very complex pension planning. I have always found them to be very proactive, responsive to queries and outstanding at explaining benefits to staff. Whilst they are very good at creating benefit schemes, I think their real strength lies in their continuing care and follow up. Many IFAs seem to lose interest once a scheme has been set up; JMA stay closely involved.
James Murray Associates have been pension and benefits advisers to Historic Royal Palaces since 2002, during which time they have provided us and our staff with a high quality service.
Planning your financial future as if it’s our own
This is not a meaningless slogan, thought up by marketing experts. It is genuinely how we work. When you become our client we effectively step into your shoes and ask ourselves constantly, ‘given these circumstances, what would we do in your position?’
This remains our long-term commitment to you and applies to all, whether you are a private or corporate client.
35+
Years of
financial expertise
We’re proud to have been serving our clients for over 35 years, and it doesn’t stop there.
The investment solutions, tax planning strategies and processes we implement for our clients are exactly what we do at a personal level.
We can think of no better endorsement than that.
OUR FINANCIAL ADVICE SERVICES
Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
Financial Planning
Estate Planning
Retirement Planning
Protection Planning
Investment Planning
Corporate Services
START YOUR JOURNEY WITH US TODAY
We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.
WHAT OUR CLIENTS ARE SAYING
Happy clients are the bedrock of any business and ours is no exception.