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Employee clinics

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Expert planning for your financial future

  • Are you getting the most out of your Employee Benefits and Group Pension arrangement?
  • Do your employees fully understand what is being provided, the associated costs (to them and/or you as the employer)?
  • Do they value the benefits or are they even a member?
  • Do they understand the tax savings that can be achieved through funding their Pension?
  • Do they understand Salary Exchange, the Tapered and Lifetime Allowance limits (and alternative benefits if offered), Pension death benefits and Retirement options?
  • Do they understand how their Pension is invested, how tax relief works, the options available to them when they join or leave you and how benefits are affected during statutory periods of leave?

These are all common questions that we come across in dealing with our corporate clients and their employees.

All too often we meet with employers who spend significant sums on their staff benefits, only for details to be filed ‘in the kitchen drawer’ by their staff, with no value and little or no understanding on the employee’s behalf.

Whilst effective marketing can help, in our experience, direct employee engagement cannot be beaten. We are told time and time again by those attending our face-to-face clinics that these are amongst the most informative and enlightening meetings they have had with any employer – with employees leaving their meeting with a real understanding and appreciation of what is being provided for them. Indeed, it is often a factor in helping with job retention.

If you would like to understand more about Employee Clinics and effective employee engagement (and how we can help), please contact Nick Young at nyoung@jmurray.co.uk

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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.

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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.

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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.
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Financial Planning

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Estate Planning

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Retirement Planning

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Protection Planning

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Investment Planning

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Corporate Services

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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.

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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

 

 

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