Client Portal
Logo
Client Portal

Corporate Services

K

Expert planning for your financial future

​​Our advisers, research team and administrators regularly review and implement all types of Corporate Pension and Protection arrangements. We provide initial and ongoing services to many employers, ranging in size from 5 to thousands of employees.

For Corporate Pension arrangements, areas of advice and services include:

  • Auto and Contractual Enrolment
  • Group Personal Pensions
  • Group Self Invested Personal Pensions
  • Group Money Purchase (Trust based) Pensions
  • Salary Exchange
  • Benefit Allowances (for those affected by Tapered and Lifetime Allowances)
  • Directors Pensions
  • Arrangement and ongoing management
  • Marketing and Employee engagement

For Employee Benefits, areas of advice and services include:

  • Group Death in Service
  • Group Income Protection
  • Group Critical Illness
  • Group Private Medical Insurance
  • Employee Assistance Programmes
  • Arrangement and ongoing management
  • Marketing and Employee engagement

As Independent Advisers we are able to review products and solutions from across the whole of the market place. We provide an impartial service which is tailored towards our client’s specific requirements and circumstances.

If you would like to discuss your needs or review any aspects of your Corporate arrangements, please contact Nick Young at nyoung@jmurray.co.uk

K

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.

Learn more
Est. 1986

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.

K

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.
K

Financial Planning

K

Estate Planning

K

Retirement Planning

K

Protection Planning

K

Investment Planning

K

Corporate Services

K

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.

Get in touch
K

WHAT OUR CLIENTS ARE SAYING

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.

 

 

Trevor Phillips, Surrey

 

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.

 

 

Bill & Sue Colledge, Surrey

 

 

Read more reviews