We are experts in wealth management who treat clients as individuals. We will take time to listen to your needs and will be personally accountable for our decisions. We will put your interests first and build a solution tailored to your needs. Our clients come to us because we understand their financial challenges.
They stay with us because we use our years of experience to provide the best possible service at a transparent and reasonable price. Plan for the welfare of your family; meet known future expenditure; and preserve your wealth. We can offer a variety of options, such as ISAs, Bonds and other investments, which we can manage on your behalf.
They stay with us because we use our years of experience to provide the best possible service at a transparent and reasonable price. Plan for the welfare of your family; meet known future expenditure; and preserve your wealth. We can offer a variety of options, such as ISAs, Bonds and other investments, which we can manage on your behalf.
Services
Providing you with two named contacts to answer any questions you have, or discuss our service. We want you to be able to talk to us. Discussing your needs and repeating them back to you, to be clear about the agreement between us. We want to be sure the service we provide is right for you. Responding promptly to you.
Ruthven is the Chief Executive of Murray Asset Management and has overall responsibility for the management and development of the firm. Ruthven is a Chartered Fellow of the Chartered Institute for Securities & Investment and also holds a Diploma in Financial Planning with the Personal Finance Society.
Our clients range from private individuals taking their first steps in saving for retirement to experienced market professionals who no longer wish to take a hands-on approach. We also manage investments for family trusts, for charities and for pension funds. Whether you are saving for school and university costs, building a nest egg for retirement or planning ways to look after the next generation, we can help.
Savings can take lots of different forms, and fulfil many purposes. We are here to help you through the maze of financial services jargon to arrive at the right answer for you. If you are looking to invest funds - perhaps within an ISA wrapper - or have a portfolio you wish managed, we can help. Whether you have a pension already, or are looking to set one up, we can help you choose the right structure and plan your investment strategy.
The challenges facing trustees are constantly changing and building. We have many years' experience in dealing with the complexities of Trust management, and will be pleased to smooth the way as much as possible for those bearing a fiduciary responsibility. Charity trustees often give freely of their time because they feel strongly about the cause in question.
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